our clients. Our aim is to continually develop professional Financial Planners who offer clients PEACE of others, assists clients to acheive their financial dreams and maintains clients portfolios, creates creates and cultivates relationships with clients, conducts detailed financial needs analysis and provides
exceptional service and peace of mind to their clients and strives to exceed expectations by consistently underwriting processes and guidelines. Contact potential clients for tele-underwriting and make appropriate decisions high-level service excellence when interacting with clients, sales agents, and colleagues over the phone. Update and saved forms in the client folder. Send decline notifications to clients whose applications were were unsuccessful. Update client contact details if underwriting cases are insufficient to meet daily targets
payment companies, NGOs and, most importantly, their clients, donors and beneficiaries across the emerging markets services industry to understand market dynamics and client needs. Knowledge of Financial Products: Utilize financial service products to effectively address client requirements and position solutions. Lead Generation engage potential clients through various channels to expand the customer base. Client Relationship Management: Management: Build and maintain strong relationships with clients, understanding their financial needs, and providing
meetings with Key Accounts
SECRETARY The candidate must be able to liaise with clients regarding documents required to attend to the transfer property. Job Description: ● Open files ● Liaise with clients regarding documents required to attend to the transfer clearance / levy figures ● Drafting of documents for clients to sign ● Preparing documents for lodgement ● Attending
Our client based in Kenilworth, Cape Town is looking for an Auditor with completed SAICA articles, to using IFRS for SMEs Dealing with Client's and correspondence client relationship and development Managing
competent Recruitment Consultant to assist our clients in finding the best people to staff their business And to also built new and old relationships with clients. You'll attract candidates, screen them, and match to: Find clients and foster long-term relationships (Generate new business) Understand client requirements Facilitate and finalise agreements between Candidate and Client Source candidates using databases, social media
competent Recruitment Consultant to assist our clients in finding the best people to staff their business And to also built new and old relationships with clients. You'll attract candidates, screen them, and match to: Find clients and foster long-term relationships (Generate new business) Understand client requirements Facilitate and finalise agreements between Candidate and Client Source candidates using databases, social media
motivated and experienced Audit Senior to join our client's dynamic team. The successful candidate will be executing external audits for a diverse portfolio of clients across various industries. Get in touch to find
motivated and experienced Audit Senior to join our client's dynamic team. The successful candidate will be executing external audits for a diverse portfolio of clients across various industries. Get in touch to find