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19.09.2024
Financial Adviser AIFA (FAIS)
George
... information. Discuss various possible solutions and options with the client and recommend the most appropriate products and/or solutions. Generate and discuss a formal recommendation including product quote(s) for the client. Gather and complete all necessary compliance documentation. Review ...
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Absa Bank Limited
25.06.2024
Financial Planner Concept Wealth
George
... informal prospecting opportunities. Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. Structuring and implementing focused campaigns with new or existing clients in the defined market. Requesting active and ongoing ...
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Sanlam Limited
04.08.2024
Junior Bank Teller (C&B)
George
... information. Effectively use sales tools (e.g., teller prompts) in order to ensure the provision of leads to contribute to Branch Sales. Take responsibility of own sales targets and assist daily by providing client solutioning according to their product needs. Capture all other leads on SMD ...
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1001 Absa Bank
14.03.2024
Wealth Banker
George
... information related to Transactional Banking, Credit, FX ensuring efficient Client interactions; Accountable for providing information related to the security status reports and performance of financial analysis; Ultimately responsible for ensuring that credit review processes is conducted on ...
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Absa Bank
08.09.2024
Financial Adviser AIFA (FAIS)
George
... information provided, determine the client's financial needs and conduct a comprehensive Financial Needs Analysis. Obtain the client's consent to access existing policy information. Discuss various possible solutions and options with the client and recommend the most appropriate products. ...
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Absa Bank
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