Monitoring of cash flows from different cost centres to inform better investment strategies. Stakeholder Manage the overall performance of all PPO cost centres, management of risks, and financial reports. Professional DATE: 23 June 2024 Medical Aid, Pension Fund, Group Life, Housing Allowance, Study Benefits, etc
wealth by looking at all areas of their financial life including retirement, tax, legacy, and business social media Seek out new clients and develop clientele by networking to find new customers and generate
provide support to the correspondence and walk-in-centre teams as and when required
Completing administrative NEG
Matric/Grade 12
6 months contact centre experience/client services experience
Excellent Ability to deal with complexity of different types of calls and clients
Ability to prioritise and function
bespoke financial advice to local and international clientele. To be successful in this role you will need to
bespoke financial advice to local and international clientele. To be successful in this role you will need to
/>Establish professional relationships with clientele
Prospecting and closing of new business
- Proven track record with financial services clientele. - Minimum five years in professional audit, including
Duties/Responsibilities will include: Debtors (80% workload 400 clientele) and Creditors (20%). Must understand inter branch
Duties/Responsibilities will include: Debtors (80% workload 400 clientele) and Creditors (20%). Must understand interbranch
Banking, Sales, Insurance, Customer Service, or Call Centre environments.