Banking Client Services Jobs in South Africa
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Sales
- Last 3 days
Sales Service Agent Mount Edgecombe NEW
Ad Hoc Client - 5393508
Mount Edgecombe
R8000 rapport? We're seeking talented Sales through service Financial wellbing Agents with a passion for helping financial service expertise to make a real difference. You will be the core of launching new services being being delivered by a well -known financial service organisation-got what it takes? Apply now You will be to the launch of new services being delivered by a well-known financial services organisation and will higher. Minimum 2 years' experience in a Financial Services role for an International Campaign involving lead
share this job on whatsappSales Through Service Financial Wellbeing Agents R8000 NEW
Ad Hoc Client - 5393508Mount Edgecombe
R8000 rapport? We're seeking talented Sales through service Financial wellbing Agents with a passion for helping financial service expertise to make a real difference. You will be the core of launching new services being being delivered by a well -known financial service organisation-got what it takes? Apply now You will be to the launch of new services being delivered by a well-known financial services organisation and will higher. Minimum 2 years' experience in a Financial Services role for an International Campaign involving lead
Telesales/ Consultant Salary Commission Attendance Bonus NEW
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package sales - Looking for opportunities to bring on new clients – Explain products and prices, and answer questions questions from customers. Capture new leads/clients on the CRM package Following up on quotations and consents issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome objections
Telesales Consultant Sandton NEW
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package sales - Looking for opportunities to bring on new clients – Explain products and prices, and answer questions questions from customers. Capture new leads/clients on the CRM package Following up on quotations and consents issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome objections
Senior Broker Assistant Sandton NEW
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICA Act and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute
Senior Broker Assistant Salary Commission NEW
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICA Act and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute
Internal Account Executive Sandton NEW
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be Network and obtain referrals and leads from existing client base with view to capturing full Discovery product Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code. This would would mean change of brokers over to the Clients on existing Discovery business to advise correctly without meetings with walk in clients. PREPARATION Portfolio preparation: Obtain client consent or authority to
Internal Advisor / Account Executive Salary Commission NEW
The Legends AgencySandton
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be Network and obtain referrals and leads from existing client base with view to capturing full Discovery product Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code. This would would mean change of brokers over to the Clients on existing Discovery business to advise correctly without meetings with walk in clients. PREPARATION Portfolio preparation: Obtain client consent or authority to
Sales Representative Cape Town NEW
Kwena Human CapitalCape Town Region
My client, a leading plant equipment supplier, is looking for a Sales Representative (crane hire), to company's market share by securing relationships with clients, and in so doing, generate company revenues. Duties prescribed format. Documentation : Ensure that clients submit all relevant documentation required to formalize credit applications, vendor applications etc.) Client Relationship Development & Management: Source Source new business opportunities Manage existing client base Co-ordinate price and/or discount negotiations
Sales Representative - Crane Hire - Cape Town Market Related NEW
Kwena Human CapitalCape Town Region
My client, a leading plant equipment supplier, is looking for a Sales Representative (crane hire), to company's market share by securing relationships with clients, and in so doing, generate company revenues. Duties prescribed format. Documentation : Ensure that clients submit all relevant documentation required to formalize credit applications, vendor applications etc.) Client Relationship Development & Management: Source Source new business opportunities Manage existing client base Co-ordinate price and/or discount negotiations
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