favours the prepared mind, and brave heart. At Old Mutual Personal Financial Advice we have an opportunity Date of First Appointment (DOFA) in Financial services industry Access to an existing network of people
company committed to delivering outstanding customer service, is looking for an energetic and proactive strong relationships with key clients, ensuring customer satisfaction, and maximizing sales opportunities including sales forecasts, revenue growth, and customer satisfaction metrics. Negotiate contracts and and agreements with key clients, ensuring mutually beneficial terms. Ad-hoc travel required The ideal candidate
company committed to delivering outstanding customer service, is looking for an energetic and proactive strong relationships with key clients, ensuring customer satisfaction, and maximizing sales opportunities including sales forecasts, revenue growth, and customer satisfaction metrics. Negotiate contracts and and agreements with key clients, ensuring mutually beneficial terms. Ad-hoc travel required The ideal candidate
UK
years industry experience requirement- Financial Services: Fund operations, Asset Management operations
professional and relevant
professional and relevant
values are correctly declared to SARS and the customs VAT declared is accurate.
Generating and sending out invoices to customers for goods or services rendered. Payment Processing: Recording Recording and processing incoming payments from customers, including cash, checks, and electronic payments discrepancies. Debt Collection: Following up with customers on overdue payments through phone calls, emails Credit Control: Assessing creditworthiness of new customers, setting credit limits, and monitoring credit Effective communication & adept management of customer relations Attention to detail Organized and structured
ctive communication & adept management of customer relations