demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor advisor commands the respect and trust of those customers who are entrusting their and their families financial At a glance it is about championing our valued customers to achieve their lifetime goals by identifying appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial service and advice to customers within your allocated customer markets. Providing relevant and
demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor advisor commands the respect and trust of those customers who are entrusting their and their families financial At a glance it is about championing our valued customers to achieve their lifetime goals by identifying appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial service and advice to customers within your allocated customer markets. Providing relevant and
relationships with principals and customers, and maintain high customer satisfaction. Effective communication manner Comfortable in challenging customers by offering the customer unique perspectives Team Player -
relationships with principals and customers, and maintain high customer satisfaction. Effective communication manner Comfortable in challenging customers by offering the customer unique perspectives Team Player -
revenue generation while maintaining a high level of customer satisfaction. KEY PERFORMANCE AREAS Support Ignite regarding activity management including liaising with customer service and other department heads. 3-5 years leadership team and those business teams impacting customer demand to create daily, weekly, monthly, and quarterly reports which support the delivery of extraordinary customer service and delivering on the desired targets
and conduct presentations. Providing exceptional customer service to clients. To generate new leads. To
stakeholders. Ad-hoc Reporting and Analysis: Generate customized reports and conduct financial analysis as needed
Build and maintain strong, long-lasting customer relationships, understanding client needs and
successful delivery of our solutions according to customer needs.
Monitor and report on the
status and conditions for review. Contact the customers with overdue (delinquent) accounts or other credit-related