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25.06.2024
Sanlam Financial Adviser : South Eastern Cape
Gqeberha
... sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ...
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Sanlam Limited
26.06.2024
Sanlam Financial Adviser : South Eastern Cape
Gqeberha
... sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ...
More »
Sanlam Limited
15.03.2024
Wealth Investment Manager: Pipeline EC
Gqeberha
... limited to client visits and engagement, portfolio performance management, reporting and executing of client requirements | Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis | Risk Management: Ensure that portfolio ...
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Absa Bank
16.03.2024
Wealth Investment Manager: Pipeline EC
Gqeberha
... limited to client visits and engagement, portfolio performance management, reporting and executing of client requirements | Business Development: Agree financial targets/new business targets and set out tactical plans to achieve this on an annual basis | Risk Management: Ensure that portfolio ...
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Absa Bank
28.07.2024
Branch Consultant -Bizana
Gqeberha
... Sales and cross-selling tactics and strategies (client optimisation). Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal. Knowledge on insurance products would be advantageous. Experience: 1-year experience in a ...
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Sanlam Limited
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