Currently Looking for Banking Sales Consultants for the below areas: Johannesburg South, East Rand and revenue and collections targets as defined by the bank • Meet and exceed individual activity metrics for & Customer targets as set by the Bank • Effectively execute the Banks sales strategy in respect of Product Product & Value Added Services(Up Selling, Cross Selling & Capital Take Up) • Outbound calling generate new business • Participates in cross selling bank products. • Maintain detailed tracking of pipeline
- Allocation of deposits that reflect on bank statements
- Reconciliation >Balancing
- Daily Balancing of bank statements with all transactions
- ustomer Service
- Provide excellent Customer service and identify Reporting
Ensure all reports e.g., dashboard, service logs, summaries, journals, etc. policies and procedures systematically filed
Permanent access to all portals, banks, and strict confidentiality of logins/passwords
Hiring: Client Services - Account Opening (AML/DD/EDD)
An excellent opportunity for for a client services administrator to join a rapidly growing financial services firm based in Rosebank
Essential:
• 2 Years’ experience in Financial Services, preferably in Wealth Management • Hard working
• know your client/due diligence requirements
The Role:
• Opening of client accounts
• accounts
• Dealing with a variety of client queries
• Updating of static data on internal systems
•
IT Software Development Solutions External Client Service Account Manager – Gauteng Permanent position working experience in the IT software solutions services rendered to EITHER: the Pension, Provident and or other Financial services /OR Healthcare Industries or other financial services Must have Project Managing External Clients at their premises to discuss software solution needs for the External Clients premises systems that External Client request to be developed and implemented. External Client support Verify tasks
Client Services Coordinator, Randburg, Johannesburg. Company Name: The Corporate Circle. Responsibility: Responsibility: Client Services Co-Ordinator. R 15 000 CTC. Randburg. We are seeking a highly motivated and skilled skilled Client Services Co-ordinator. This role requires exceptional communication skills, and a keen problem and thrive in a fast-paced environment, excel in client interactions, and possess strong organizational
looking for resilient, young and dynamic sales consultants to join our ever growing team at the head office WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with existing client quotations by upselling products Oversee a team of client care consultants and ensure exceptional client experience Mastermind creative ways to deliver an exceptional client experience Resolve Resolve complex client problems or disputes in a professional manner Matric Well Spoken Organisational
seeking a Client Service Manager to ensure that our clients receive the highest level of service. The ideal lead a team in delivering excellent service and support to clients in a ride sharing environment. Key Monitor and analyze client feedback and data to identify areas for improvement Consult on incidents - check for incidents and strategise solutions Answering client facing emails Primary Point of Contact for managers strategies to improve client satisfaction and retention Client checkins Update and maintain client documentation
seeking a Client Service Manager to ensure that our clients receive the highest level of service. The ideal lead a team in delivering excellent service and support to clients in a ride sharing environment. Key Monitor and analyze client feedback and data to identify areas for improvement Consult on incidents - check for incidents and strategise solutions Answering client facing emails Primary Point of Contact for managers strategies to improve client satisfaction and retention Client checkins Update and maintain client documentation
The client services manager will form part of the dedicated team based at the Clients offices. The aim and efficiency improvement initiatives. The client services manager will be accountable to identify savings initiatives to reduce the cost baseline for the client Financial tracking of the baseline, savings and requirements in line with client operational requirements Review monthly client invoicing and debtor collection with all stakeholders Client Relationship Management Fully understand the clients business and identify
The client services manager will form part of the dedicated team based at the Clients offices. The aim and efficiency improvement initiatives. The client services manager will be accountable to identify savings initiatives to reduce the cost baseline for the client Financial tracking of the baseline, savings and requirements in line with client operational requirements Review monthly client invoicing and debtor collection with all stakeholders Client Relationship Management Fully understand the clients business and identify