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14.03.2024
Business Development Consultant | Sandton
Sandton
... sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time. Keep up to date and fully informed on product comparisons with opposition products. Stay abreast of the company’s product changes and ...
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The Recruitment Council
14.03.2024
Transfers and Onboarding Consultant | Sandton
Sandton
... sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level) Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections) Manage exceptions Log and resolve queries. Be able to ...
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The Recruitment Council
23.06.2024
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... Consultant in Customer Services to join their team. Responsibilities: Manage flow of work items (Instructions, queries, requests) Resolve rejections via email or telephonic Manage exceptions of internal and external stakeholder Log and resolve queries. Be able to give feedback on relevant ...
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The Recruitment Council
23.06.2024
Client Services Consultant | Asset&Investment Management | Sandton
Sandton
... Consultant. Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts. Communicate with clients on the company’s product range in a courteous and professional manner ...
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The Recruitment Council
19.04.2024
Client Services Manager | Woodmead
Sandton
... the office. Maintenance of client database. Compilation of financial analysis and reports. Website updates. Uploading of monthly newsletter. Managing client liaison / correspondence. Ensuring client files are FAIS and FICA compliant. Managing queries. Screening calls. Managing stationary and ...
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The Recruitment Council
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