Overview
Selling to and networking within our client's specific target market to grow the client base and generate new business through a strong acquisitions focus.
Responsibilities
- Sourcing new business through cold calling, extracting value from an existing client base, networking, and referrals
- Meeting specified budget and targets per activity
- Delivering a quality CRM service to existing clients
- Presentation of products and services to clients
- Providing financial advice to clients on :
- Lending products : including Residential, Commercial Property, Secured loans
- Local and international banking requirements
- Treasury and forex
- Being a connector and an “enabler” for the clients’ needs into the other divisions of our clients
Requirements
- Relevant Tertiary Degree (Preferably B Acc / CA (SA), MBA, CFA, CIMA)
- Min 5 – 6 years financial services expe...