Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing areas of Funds Under Management. These individuals build a trusting relationship with private wealth clients then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing areas of Funds Under Management. These individuals build a trusting relationship with private wealth clients then submitted to the Regional Administration Manager for final checking. Assistance in attending to
Area and Branch Sales Manager with B2B (POS24008)
Boksburg
R 25 000 to solution, service etc. Successful candidate will manage 4 to 6 sales people (KPI and Target) as well as Area or Team Manager, leading a team to reach sales targets
Branch and Area Sales Manager (POS24133)
Edenvale or Boksburg (2 branches
R Overview
Ideal candidate must have experience in B2B Sales and dealt with distributors. Primary focus solution, service etc. Successful candidate will manage 4 to 6 sales people (KPI and Target) as well as Area or Team Manager, leading a team to reach sales targets
Area and Branch Sales Manager with B2B (POS24007)
Boksburg
R 25 000 to
solution, service etc. Successful candidate will manage 4 to 6 sales people (KPI and Target) as well as
or Team Manager, leading a team to reach sales targets
experienced Business Relationship Manager to join our dynamic team. The Business Relationship Manager will serve business objectives and delivering exceptional customer services. · Experience in directly delivering delivering large IT transformation programs to customers · Involvement in co-creating technical solutions, project implementation plan, steering committees and Change management. · Good understanding about engineering principles program/project management · Experience in Banking, Financial Services and Insurance domain customers · Experience
Banking, Financial Services and Insurance domain customers
and technology? We're seeking a Business Relationship Manager to forge partnerships and drive innovation the creativity of an artist. If you can build relationships like a matchmaker and lead with the wisdom of delivering large IT transformation programs to customers. Involvement in co-creating technical solutions implementation plan, steering committees and Change management. Good understanding about engineering principles program/project management. Experience in Banking, Financial Services and Insurance domain customers. Experience
Office and Client relationship manager
Office and Client relationship manager at a Professional steady flow of new business by using/promoting relationships with insurance companies, brokers and assessors ensure all admin is up to date