clients for tele-underwriting and make appropriate decisions within the stipulated turnaround time. Maintain phone. Update the underwriting source file with decisions made and inform the relevant sales agent accordingly double-checking updated workflow records, recorded decisions, and saved forms in the client folder. Send decline meet daily targets. Upload and save underwriting decisions and forms to the client record on the Owls system resolve outstanding cases and finalize underwriting decisions. Think of smarter ways to improve the onboarding
compliance are overriding. 7.2. Decision making: The jobholder will make daily decisions regarding which financial effect of incorrect decisions and mistakes. The jobholder is responsible for decision-making regarding cash be able to work under pressure and make quick decisions to meet these deadlines. 7.4. The job is office interpersonal skills are essential. • Quick and effective decision-making. • Ability to communicate well (verbal
compliance are overriding. 7.2. Decision making: The jobholder will make daily decisions regarding which financial effect of incorrect decisions and mistakes. The jobholder is responsible for decision-making regarding cash be able to work under pressure and make quick decisions to meet these deadlines. 7.4. The job is office interpersonal skills are essential. • Quick and effective decision-making. • Ability to communicate well (verbal
clients for tele-underwriting and make appropriate decisions within the stipulated turnaround time. Maintain phone. Update the underwriting source file with decisions made and inform the relevant sales agent accordingly double-checking updated workflow records, recorded decisions, and saved forms in the client folder. Send decline meet daily targets. Upload and save underwriting decisions and forms to the client record on the Owls system resolve outstanding cases and finalize underwriting decisions. Think of smarter ways to improve the onboarding
are implemented efficiently. Ensure that all decisions are compliant with legislation, mandates and internal Legal and Compliance. Ensure that investment decisions are followed through completely and ensure execution necessary documents in order to make a considered decision (Memorandum of Incorporation where the matter considerations have been incorporated into the decision making process in accordance with the CRISA and remain up to date Ensure that approved investment decisions recommended by the analyst are followed through
are implemented efficiently. Ensure that all decisions are compliant with legislation, mandates and internal Legal and Compliance. Ensure that investment decisions are followed through completely and ensure execution necessary documents in order to make a considered decision (Memorandum of Incorporation where the matter considerations have been incorporated into the decision making process in accordance with the CRISA and remain up to date Ensure that approved investment decisions recommended by the analyst are followed through
research and analysis, to make long term investment decisions and identify and take investment opportunities you are responsible for. Ensure that investment decisions recommended by you that are approved, you follow securities with a view to making a long term investment decision which is ratified by the Investment Committee the company in order to arrive at an appropriate decision. Undertake comprehensive evaluation and analysis available (such us Bloomberg and Inet) to assist your decisions making process. Daily Morning Meeting Ensure you
research and analysis, to make long term investment decisions and identify and take investment opportunities you are responsible for. Ensure that investment decisions recommended by you that are approved, you follow securities with a view to making a long term investment decision which is ratified by the Investment Committee the company in order to arrive at an appropriate decision. Undertake comprehensive evaluation and analysis available (such us Bloomberg and Inet) to assist your decisions making process. Daily Morning Meeting Ensure you
clients make more informed financial decisions. Those decisions can be anything from how to start investing
clients make more informed financial decisions. Those decisions can be anything from how to start investing