Jobs at iMasFinance

Job Purpose

• Effective marketing of life assurance and funeral products within the Bellville- Western Cape  area 

Job Outputs:

• Selling of life assurance and funeral policies
• Conducting clients needs analysis
• Following up on leads 
• Servicing new and existing members
• Quality control of new business

Qualifications and Experience

• Matric/Grade 12
• FAIS credits on NQF level 4 as per FSCA legislative requirements
• RE5 as per FSCA legislative requirements
• 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge and Skills

• Computer literate (MS Office)
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills

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Job Purpose

• The ideal candidate will deliver effective marketing of life assurance and funeral products within the Boksburg (East Rand) area. This opportunity will enable you to earn commission and work remotely.   

Job Outputs:

• Selling of life assurance and funeral policies
• Conducting clients needs analysis
• Following up on leads 
• Servicing new and existing members
• Quality control of new business

Qualifications and Experience

• Matric/Grade 12
• FAIS credits on NQF level 4 as per FSCA legislative requirements 
• RE5 as per FSCA legislative requirements
• Valid SA Drivers License 
• 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge and Skills

• Computer literate (MS Office)
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills

Closing Date 11 August 2023

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Job Purpose:

• Provide overall business enhancement by ensuring the legal contractual and regulatory requirements are adhered to. Monitor compliance with relevant legislation in the financing environment of iMas.

 Job Outputs:

• Provide legal advice, analysis and/or opinions on all legal matters.
• Identify any legal issues and impact that may arise from the changing regulatory landscape.
• Update existing legal policies on an annual basis and provide to for approval and sign off.
• Review legal documents.
• Formulate, implement and maintain a risk-based compliance plan on an annual basis.
• Conduct regular compliance monitoring exercises.
• Promote and sustain an ethical compliance culture
• Prepare reports on legal and compliance matters when called upon to do so.
• Manage and respond  complaints from the relevant regulatory bodies and ombud schemes .
• Provide input on legal and compliance related topics and policies to HR for training purposes
• Consult and collaborate with all relevant external and internal stakeholders.
• Develop, implement and maintain a document management strategy.
• Manage of internal policies and guidelines (version control, change management)
• Complete Individual Development Plan. Attend learning and development courses. Participate in peer and team learning initiatives.

Qualifications:

• Matric.
• Bachelor’s degree LLB OR B Proc.
• Compliance Institute Membership – Desirable.
• Admitted Attorney – Essential.

Experience:

• 5 years experience post articles (Operational).

Knowledge and Skills:

• Business acumen, knowledge of relevant Standard Procedures and Codes of Practice.
• Knowledge of applicable financial legislation (e.g National Credit Act, The Protection of Personal Information Act, FAIS, FICA).
• The Co-operatives Act, the Companies Act and the Consumer Protection Act), Financial acumen.
• Knowledge of document management principles and systems.

Closing Date 18 August 2023

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Job Purpose:

• The Operations Clerk is responsible for the coordination and execution of various operational tasks within the card, transactional and retailer operations environments to ensure an effective and sustainable operations environment. The Operations Clerk will also play a supporting role in the Cape Consumers credit environment.

Job Outputs:

• Evaluation and execution of various card requests.
• Monitoring of cards ordered and received including exception management.
• Card distribution through various channels including tracking until delivery/collection.
• Member communication related to card distribution.
• Handling of card delivery/collection exceptions and returned cards.
• Call Centre feedback on various member card queries.
• Verification and import of manual claim and payment files.
• Processing of system imports and exports.
• System onboarding of all new retailers and branches within existing retailer groups.
• Linking and activation of all new retailers.
• Updating of various types of retailer information post activation and associated actions.
• Investigation and resolution of transactional queries.
• Monitoring of declined transactions and associated actions to rectify.
• Handling various retailer queries.
• Execution of various pre- and post-claims month-end related activities.
• Follow-up and verification of all service provider invoices.
• Processing of new bsmart card applications.
• Processing of financial product application for existing bsmart members.
• Evaluation and motivation for temporary limit increases.
• Budget and loan settlements.
• Identifying, investigating and reporting on potential application/transaction fraud.
• Record-keeping and reporting on the various activities within the operations and credit environments.

Qualifications:

• Matric (essential/minimum)
• Diploma in Business Operations Management (desirable)
• Valid driver’s license (essential/minimum)

Experience:

• 3-5 years in an Operations Environment (preferably within retail, transactional/card payment industry)
• Credit background (1-2 years in financial / banking environment - desirable)

Knowledge and Skills:

• Knowledge of transactional/card payment industry (desirable)
• Basic knowledge of NCA (desirable)
• Understanding of member and retailer modules on in-house system (desirable)
• Understanding of business processes and inter-departmental dependencies (desirable)
• Computer literate with above average MS Excel skills (essential)
• Self-motivated
• Strong written and verbal communication skills
• Customer service-orientated
• Analytical, being able to interpret and problem-solve
• Attention to detail and accuracy
• Planning and time management