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09.08.2024
Financial Adviser-PMB(Commission Only)
Pietermaritzburg
... Professional Development (CPD) credits, accreditations, and qualifications are up to date. Participate in knowledge sharing platforms and training opportunities. Report on activities daily using relevant technology platforms. Collate data on activities to meet weekly and monthly reporting ...
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Sanlam Limited
25.06.2024
Financial Planner : Pietermaritzburg, New Castle, Ladysmith&surrounding areas
Pietermaritzburg
... professional and relevant financial advice, planning and products (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 ...
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Sanlam Limited
Today
Banker Transactional - Growth Business (FAIS) pipelining
Pietermaritzburg
... targets/new business targets and set out tactical plans to achieve this on an annual basis. Risk Management: Ensure that portfolio meets the required risk management standards. Education Bachelor’s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required). ...
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Absa Bank Limited
Today
Private Wealth Banker - Pipeline Pietermaritzburg
Pietermaritzburg
... professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks. Job Description New Business Origination ...
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Absa Bank Limited
25.02.2024
Insurance Sales Consultant - Pietermaritzburg - Re-advertised
Pietermaritzburg
... services. · Weekly/monthly reports, monitor portfolio performance, track trends within the industry. · Achieve set monthly and yearly sales targets. · Assist with broker queries relating to new business and existing clients. · Attend after-hours functions if and when required. · Attend to ...
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Tracker South Africa
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