As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance institutional funds in order to grow our assets under management as well as acquire new funds 1. Provide Sales administration. 3. Providing guidance to internal and external clients in respect of the Beneficiary Fund department marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for payment of benefits allocated allocated in terms of Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance institutional funds in order to grow our assets under management as well as acquire new funds 1. Provide Sales administration. 3. Providing guidance to internal and external clients in respect of the Beneficiary Fund department marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for payment of benefits allocated allocated in terms of Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual
platforms and proactive member communication and contact to enhance service, access to information and advice easy interaction between members, clients and the Fund., collaborating with the IT and Communications teams enables members to take control of their pension fund journey through different moments of truth • Identify access to comprehensive information as required • Provide members with access to financial performance information Client liaison – education, financial wellbeing, providing content in a rich multimedia format, available
player in the hospitality industry, committed to providing exceptional services to their clients. They are as the primary point of contact for clients, responding to inquiries, providing information, and addressing and Proposal Creatio n - Prepare accurate and detailed quotes for clients based on their specific needs activities, client interactions, and order statuses. Provide regular reports to the sales manager on sales performance - Work closely with the external sales team to provide support in achieving overall sales targets. Coordinate
player in the hospitality industry, committed to providing exceptional services to their clients. They are as the primary point of contact for clients, responding to inquiries, providing information, and addressing and Proposal Creatio n - Prepare accurate and detailed quotes for clients based on their specific needs activities, client interactions, and order statuses. Provide regular reports to the sales manager on sales performance - Work closely with the external sales team to provide support in achieving overall sales targets. Coordinate
markets. Lead Generation: Generate leads, establish contacts, engage with decision-makers, and build strong forecasts, and discuss any obstacles. Feedback Loop: Provide feedback to marketing and customer service teams
nationality needs of our clients. We pride ourselves on providing solutions that suit our client's unique individual information is securely handled and stored Ad-hoc: Providing regular feedback to the Business Director and
nationality needs of our clients. We pride ourselves on providing solutions that suit our client's unique individual information is securely handled and stored Ad-hoc: Providing regular feedback to the Business Director and