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03.08.2024
Financial Planner: Elyon BlueStar
Boksburg
... airly to be applied to all client engagements Role is aligned to your personal career aspirations 2. Networking, prospecting and leads generation Face to face interactions, social or business, to create business opportunities. Prospecting of new clients through creative opportunities such as ...
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Sanlam Limited
27.06.2024
Financial Advisor Boksburg
Boksburg
... airly framework. • To work in allocated key accounts and allocated markets. • To offer customer service to Sanlam clients. • To arrange appointments with potential customers within Key Accounts and Allocated Markets. • To update and inform customers and client public of our new products. • ...
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Sanlam Limited
17.09.2024
Financial Planner: Elyon BlueStar
Boksburg
... airly. Use relevant processes and system tools to capture analysis information and update records accordingly. Review client’s portfolio annually by undertaking the above steps. Client Service Ensure all client interactions are ethical, courteous and professional. Follow-up or refer all ...
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Sanlam
20.08.2024
Financial Advisor Boksburg
Boksburg
... airly framework. Work in allocated key accounts and allocated markets. Offer customer service to Sanlam clients. Arrange appointments with potential customers within Key Accounts and Allocated Markets. Update and inform customers and client public of our new products. Develop and maintain an ...
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Sanlam
21.09.2024
Financial Advisor Boksburg
Boksburg
... airly framework. To work in allocated key accounts and allocated markets. To offer customer service to Sanlam clients. To arrange appointments with potential customers within Key Accounts and Allocated Markets. To update and inform customers and client public of our new products. Develop and ...
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Sanlam
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