The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about cham
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about cham
according to the rejection reason received from the bank for failed payments or failed debicheck mandates by: Making new payment arrangements. Updating banking details on the system. Calling clients before their
according to the rejection reason received from the bank for failed payments or failed debicheck mandates by: Making new payment arrangements. Updating banking details on the system. Calling clients before their
compliance with company policies and procedures. Banking: Manage all receipting of payments and perform Administration. Audit and report on all receipting and banking activities to track income generated and ensure
leaders. Handle customer service calls within the banking sector . Ensure all outbound calls are conducted
leaders. Handle customer service calls within the banking sector . Ensure all outbound calls are conducted
surrounds Clear criminal record SARS Certificate Bank Account Verification Police Clearance Certificate
surrounds Clear criminal record SARS Certificate Bank Account Verification Police Clearance Certificate