pipeline of Large Market/B2B opportunities for the Bank. Meet and exceed KPIs on Pipeline Value, Conversion and Y1/Y2 revenue. Develop sales content for the Bank– utilizing Visa material to shape and influence (VAS). Take responsibility for training the sales teams inside the Bank partners and supporting their and the prospects for the bank in alignment with the Visa strategy for the bank – including OTA and B2B Engage & identify the right stakeholders at the bank to grow the business for Visa. Identify and prioritize
the Register vs. ESS logged leave Training & Mentoring Training and Mentoring of all Learnership/New sales consultants Principal Links/Business ITC’s/Bank Reconciliations AD Hoc Perform any ad hoc duties in Finance/Banking Industry 3 years plus experience in Sales Support in the Finance/Banking Industry Strong
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD must be maintained by attending training sessions and ongoing training towards a full CFP qualification qualification. Fit & Proper Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD must be maintained by attending training sessions and ongoing training towards a full CFP qualification qualification. Fit & Proper Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA
House servicing/new business; and Must attend all training sessions and further the employee is required selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
House servicing/new business; and Must attend all training sessions and further the employee is required selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
selling Short Term Insurance, Life products and/or Banking Products
selling Short Term Insurance, Life products and/or Banking Products