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20.08.2024
Financial Adviser AIFA (FAIS)
Somerset West
... Sales&Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system. On a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and ...
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Absa Group
20.08.2024
Private Wealth Banker - Pipeline Somerset West
Somerset West
... group. Job Summary To build and maintain 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. ...
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Absa Group
17.08.2024
OMF Financial Consultant (Beaufort West)
Beaufort West
... sales targets through the marketing and selling of Old Mutual and its products. The incumbent is individually accountable for achieving results through own efforts. Meets monthly sales targets in terms of lending, transactional banking and insurance. Servicing of existing Old Mutual policies ...
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Old Mutual Group
03.08.2024
OMF Financial Consultant (Beaufort West)
Beaufort West
... sales targets through the marketing and selling of Old Mutual and its products. The incumbent is individually accountable for achieving results through their own efforts. Meets monthly sales targets in terms of lending, transactional banking, and insurance. Servicing of existing Old Mutual ...
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Old Mutual Finance (Pty) Ltd
12.05.2024
Financial Adviser AIFA (FAIS)
Somerset West
... Sales&Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system On a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and ...
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1075 Absa Ins&Fin Advise(Pty
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