Relationship Consultant Kzn MMH240126-15

Updated: March 14, 2024 09:47 AM GMT

Metropolitan

Dundee

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

Requirements
• Minimum of 2 years experience in the financial services industry
• Minimum of 2 years experience in a financial advice rendering role
• Finance/Business related tertiary qualification (desirable)
• Matric or equivalent NQF 4 qualification
• Compliance with FAIS Fit and Proper requirements
• Computer literacy (essential)
• Own Car (Drivers License - Compulsory

Duties and Responsibilities

INTERNAL PROCESS
• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in... More Detail