Cross Selling & Capital Take Up) • Outbound calling to target both existing and prospective customers received through inbound customer requests, outbound calling, lead generation initiatives and customer queries telephonically where necessary • Conduct a professional financial needs analysis to make a needs based analysis requirements set out by Line Manager for all financial products • May prepare weekly, monthly and quarterly Qualification - FSCA alligned Minimum Experience 2 years financial sales and client service experience Within DOFA
Cross Selling & Capital Take Up) • Outbound calling to target both existing and prospective customers received through inbound customer requests, outbound calling, lead generation initiatives and customer queries telephonically where necessary • Conduct a professional financial needs analysis to make a needs based analysis requirements set out by Line Manager for all financial products • May prepare weekly, monthly and quarterly Qualification - FSCA alligned Minimum Experience 2 years financial sales and client service experience Within DOFA
clients through various channels, including cold calling, networking, and referrals. Client Engagement: Proven experience in sales/cold calling, preferably in the financial services or cash management industry clients through various channels, including cold calling, networking, and referrals. Client Engagement: Proven experience in sales/cold calling, preferably in the financial services or cash management industry
clients through various channels, including cold calling, networking, and referrals. Client Engagement: Proven experience in sales/cold calling, preferably in the financial services or cash management industry clients through various channels, including cold calling, networking, and referrals. Client Engagement: Proven experience in sales/cold calling, preferably in the financial services or cash management industry
clients through various channels, including cold calling, networking, and referrals.
targets Identify potential clients through cold calling, networking, and referrals Conduct face-to-face relationships, key account management, sales / cold calling Able to multitask Able to work in a fast-paced
targets Identify potential clients through cold calling, networking, and referrals Conduct face-to-face relationships, key account management, sales / cold calling Able to multitask Able to work in a fast-paced
company's product / service competitive edge Strong financial / numerical ability; sound understanding of business must be able to do accurate calculations on a financial calculator Sound knowledge of developing new business
company's product / service competitive edge Strong financial / numerical ability; sound understanding of business must be able to do accurate calculations on a financial calculator Sound knowledge of developing new business