phoning jobs in Umdoni

Purpose: - Generate sales - Sign up clients - Client relations management - Manage and service a portfolio of fibre clients to ensure targets are achieved Requirements: - Matric - OWN reliable transport and valid driver's license - Computer literate - Smart phone Key responsibilities: - Engage target audience to acquire new clients - Prepare/Present sales proposals to potential clients -...

Description : This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job...

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Onboarding & Maintenance Support teams execute manual processes and monitor automated processes to gather and maintain required information that identifies client accounts and features such as legal...

Description : This job is responsible for partnering with field leadership and financial advisors to grow the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group teams to produce solutions for advisors and territories. Job expectations include driving responsible growth by guiding advisors...

Description : This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations...

Description : Wealth Management Operations (WMO) provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, the Wealth Management Specialty Operations teams execute manual processes and monitor automated processes to accurately move and/or protect assets and account information according to special product...