Mfc Salaried Financial Adviser (talent Pool)

Mutual Fund

Nongoma, , South Africa
Valid driver’s licence and own car
Fais compliance
Customer relationship management (crm)
Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts

Job Summary

  • Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
  • Develop and implement relationship management plans to build and maintain customer accounts while ensuring operational compliance with regulatory codes.
  • Monitor sales and market data to identify business development opportunities and represent the organization at business sector events.

Matching Summary

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Skills & Requirements

Must-have

  • Valid Driver’s licence and Own Car
  • FAIS Compliance
  • Customer Relationship Management (CRM)
  • Sales and Business Development
  • Excellent communication skills
  • Computer literacy with MS Office

Nice-to-have

  • Presentation skills
  • Networking and market intelligence
  • Consultative Selling
  • Customer-Focused approach
  • Problem analysis and solution finding
  • Building trust and strengthening customer relationships

Key Requirements

  • Grade 12 (Matric)
  • Minimum of 3 years working experience
  • Clear criminal and credit check
  • Valid Driver’s licence
  • Own Car
  • FAIS Compliance

Work Rights

Not specified

Tailored Resume

Cover Letter