expand business by actively seeking and retaining clients. Commercial and Personal lines experience required needs
Periodically reassess policy needs of clients, especially after life-changing events
Research prospective clients and new leads
Maintain regular contact with existing clients to discuss existing clients, guiding them toward the best coverage
Issue quotes, maintain client records records, prepare reports, and answer client questions about insurance plans and policies
Suggest
WELCOME Responsibilities for Client Care Team Lead: Interact with clients and build relationships with value to existing client quotations by upselling products Oversee a team of client care consultants and 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
Job Title: Finance Manager (Fixed Assets)
Job Type: Permanent
As a manager in finance, the role will support the Head of Finance in the fixed assets management, reporting
reporting, and risk management for the organisation, managing daily operations, reporting accurate financial
provide efficient functioning and delivery of fixed assets.
KEY DUTIES AND RESPONSIBILITIES:
1. Fixed Asset management:
and regulations associated with Asset Management / Wealth Management as well as professional standards ting and implementing required policy
supporting business development, and maintaining client relationships.
Key Responsi
Responsibilities:
experience
Service Manager - Gauteng Automotive OEM is hiring a Service Manager to be based in Sandton in office Job Summary: The Service Manager is responsible for overseeing and managing the service department within ability to lead a team to deliver exceptional service experiences. Departments: Warratny Aftersales Technical Technical Training Parts Additional: The Service Manager will be point of contact between warranty, aftersales technical, parts and parts sales departments. The Service Manager will be responsibile to report any part defects
that all clients are invested in line with its respective model portfolio taking any client specific rules. Management of broker and service provider relationships including maintaining and management of the and present: Daily cash management across all portfolios including all investment and disinvestment requests report Communicate effectively with the Investment Team, Investment Administration Department as well as as Legal and Compliance. Ensure that investment decisions are followed through completely and ensure execution
Our client is seeking a highly motivated and experienced Investment Associate to join their KwaZulu-Natal as conducting post-investment due diligence and monitoring of the regional investment portfolio. Responsibilies: of new applications for funding in terms of the client's criteria and mandate. Conduct commercial screening screening of applications in terms of the client's commercial assessment framework, and generate reports applications and make recommendations to the Regional Manager regarding the way forward. Build networks in KwaZulu-Natal
function of the position of Investment Analyst is to conduct investment research and analysis, to make make long term investment decisions and identify and take investment opportunities that will protect and and grow the portfolios managed by Oasis. The candidate must conduct detailed due diligences and be able within the mandates, rules and parameters of the investment process. Fundamental Analysis: Take complete sector that you are responsible for. Ensure that investment decisions recommended by you that are approved