Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
Ensure all current, correct customer master data captured onto Rapid Trade and is maintained
Achieve
execute interior and exterior price communication; capture price priorities; ensure price point compliance
issues
to
Fulfilment Consultants Grade 12 Min 5 years in a bank environment dealing with mortgages or mortgage origination communication skills both written and verbal Ability to use data to drive performance and improve processes Computer
Fulfilment Consultants Grade 12 Min 5 years in a bank environment dealing with mortgages or mortgage origination communication skills both written and verbal Ability to use data to drive performance and improve processes Computer
Building solid long-term client relationships Data capturing and administration duties Working in a team
Building solid long-term client relationships Data capturing and administration duties Working in a team
Execution). Outlet and sales information capturing Capture and record all the sales and outlet information client's brands in all the allocated outlets and capture the dates on every second call: Short-dated stock and report opposition activity on daily basis (capture photos). Report abuse and anti-competitive behaviour include the following: Maintaining Key KPI's: Capture the GPS coordinates of the outlets when the module petrol card & Company cell phone with airtime/data)
pipeline of Large Market/B2B opportunities for the Bank. Meet and exceed KPIs on Pipeline Value, Conversion and Y1/Y2 revenue. Develop sales content for the Bank– utilizing Visa material to shape and influence responsibility for training the sales teams inside the Bank partners and supporting their ongoing product knowledge and the prospects for the bank in alignment with the Visa strategy for the bank – including OTA and B2B Engage & identify the right stakeholders at the bank to grow the business for Visa. Identify and prioritize