Financial Adviser AIFA

Found in: beBee S ZA - 1 month ago

KwaZuluNatal, South Africa Absa Group Limited Full time
Absa Group Limited’s job vacancy, Career and Recruitment

Job title : Financial Adviser AIFA (FAIS) – Port Shepstone jobs in KwaZulu-Natal

Job Location : KwaZulu-Natal,

Deadline : April 25, 2024

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Job Description

Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants, Customer Experience: To provide service excellence and achieve customer satisfaction  Risk & Control: Ensure that staff members where applicable, i.e. Planner Assistants have a clear  Manage 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 reflected on the statements

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

*Accounting / Financial Services  jobs in south africa

*Financial Adviser AIFA (FAIS) – Port Shepstone in

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