To convert and create leads as well as build and maintain long-term relationships with customers and clients To diversify our health offering to clients into referrals for short-term and wealth department. To advise clients on their holistic needs using the support functions available. We are lookin
vital role in handling customer interactions and financial transactions. This position is ideal for individuals individuals adept at customer service, focusing on financial management, issue resolution, and team development invoices, sending mandates, and ensuring all financial setups are correct Customer interaction (15%): serve as the primary point of contact for complex financial disputes Outstanding rental management (15%): keep financial systems like Zoho CRM/Click Up updated with all actions, maintain accurate financial statements
vital role in handling customer interactions and financial transactions. This position is ideal for individuals individuals adept at customer service, focusing on financial management, issue resolution, and team development invoices, sending mandates, and ensuring all financial setups are correct Customer interaction (15%): serve as the primary point of contact for complex financial disputes Outstanding rental management (15%): keep financial systems like Zoho CRM/Click Up updated with all actions, maintain accurate financial statements
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our customer experience in Life insurance industry • Financial/Statistical university degree and post-graduate
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our customer experience in Life insurance industry • Financial/Statistical university degree and post-graduate
customer experience in Life insurance industry Financial/Statistical university degree and post-graduate
customer experience in Life insurance industry Financial/Statistical university degree and post-graduate
service orientation. Confidentiality and Ethics. Planning and organising. Emotional Intelligence. Self-management Computer literacy skills. Leadership Numerate with financial acumen Qualification Matric or equivalent. Valid
service orientation. Confidentiality and Ethics. Planning and organising. Emotional Intelligence. Self-management Computer literacy skills. Leadership Numerate with financial acumen Qualification Matric or equivalent. Valid
under service plan or maintenance plan, and if the item to be done is covered in the plan or if the client