Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial administration, Risk and Investment products, processes and best practices Good understanding of managing client
li>Retail Sales Skills
conflict Negotiation skills Problem solving skills Risk Assessment and analysis Insurance Principles and required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and Qualifications
conflict Negotiation skills Problem solving skills Risk Assessment and analysis Insurance Principles and required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and Qualifications
conflict Negotiation skills Problem solving skills Risk Assessment and analysis Insurance Principles and required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and Qualifications
conflict Negotiation skills Problem solving skills Risk Assessment and analysis Insurance Principles and required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and Qualifications
conflict Negotiation skills Problem solving skills Risk Assessment and analysis Insurance Principles and required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and Qualifications
with the desired risk profile and through effective broker relationship management to grow a pipeline satisfaction and service delivery Knowledge management - Ensure that adequate knowledge regarding specialisation projects, when required - Conform to project management disciplines when participating in projects - related to area of specialisation Stakeholder Management - Service brokers and maintain relationships Objectives Position Specific Outputs - Drive and manage achievement of allocated sales targets - Identify
with the desired risk profile and through effective broker relationship management to grow a pipeline satisfaction and service delivery Knowledge management - Ensure that adequate knowledge regarding specialisation projects, when required - Conform to project management disciplines when participating in projects - related to area of specialisation Stakeholder Management - Service brokers and maintain relationships Objectives Position Specific Outputs - Drive and manage achievement of allocated sales targets - Identify
customer – quotes, prices, product construction etc. Manage and record all sales enquiries Customer account balance and submitting monthly sales reports to Management team every month end. Submitting Sales Reps reports reports to Sales Team and Accounting Team. Keeps management informed by submitting weekly, monthly, and annual required. Procurement of items instructed by Management team. Day to day administrative tasks, answering etc. Any other reporting or tasks requested by Management Team. EXPERIENCE AND SKILL REQUIREMENTS: Knowledge