Branch Advisor Fais
7 months ago
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
- Leads identified converted into successful sales.
- Ensure activities support cost containment and reduction.
- Educate customers on correct eChannels to maximize channel optimisation opportunities identified aligned to customer needs.
- Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
- Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Optimize every customer interaction to migrate cash transactions and/or convert customer to eChannels and encourage use of digital and self-service channels.
- Resolve all customer queries efficiently, and within agreed timelines.
- Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrates behaviour in support of the organizational values.
- Takes accountability for own performance, personal and career development.
- Maintain an ability to adapt to ever changing business and customer needs.
- Contribute to the overall effectiveness and success of the team.
- Improve knowledge and competencies by completing role specific training as per eCareers.
Job Details
Application Closing Date
16/05/24
-
Retail Branch Consultant/in-house Advisor
3 months ago
Polokwane, South Africa Wamly Full timePlease click here to learn more about the position and apply directly: https://wamly.io/wa-sanlam-retail-branch-consultant-in-house-advisor
-
Branch Consultant/ Financial Advisor
4 weeks ago
Polokwane, South Africa Sanlam Group Full timeJob title : Branch Consultant/ Financial Advisor - Polokwane x2 Job Location : Limpopo, Polokwane Deadline : January 06, 2025 Quick Recommended Links Jobs by Location Job by industries Key Responsibilities Sales delivery Gain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs,...
-
Intern-Business Advisor Limpopo- Mopani Branch
2 months ago
Polokwane, South Africa Small Enterprise Development Agency_gov Full timeJOB PROFILE JOB TITLE: Intern Business Advisor DURATION: Twelve (12) Months Fixed Term Contract REPORTING TO: Branch Manager JOB GRADE: Stipend CTC: R 6000.00 NO. OF INCUMBENTS: 1 LOCATION: Limpopo: Mopani Branch MAIN PURPOSE OF THE JOB: The purpose of the internship programme is to provide appropriate and relevant work experience which is in line...
-
Branch Consultants
7 months ago
Polokwane, South Africa Sanlam Full time**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Legal Advisor: Client Agreements
1 month ago
Polokwane, South Africa Six Sense Full timeA well-established business is seeking to appoint a Legal Advisor: Client Agreements in Limpopo - Polokwane To provide legal advice, legal opinion and solutions and manage legal risks as per the Regionolisation model to business units and branches. **Minimum Education and Experience**: - 4 year LLB Degree or equivalent. - Admitted Attorney having served...
-
Business Advisor level 2 Limpopo- Sekhukhune-Branch
2 months ago
Polokwane, South Africa Small Enterprise Development Agency_gov Full timeJOB TITLE: Business Advisor Level 2 DURATION: Twelve (12) Months Fixed Term Contract REPORTING TO: Branch Manager JOB GRADE: C3 Minimum Midpoint SALARY: R 403 202 - R 474 355 NO. OF INCUMBENTS: 1 MAIN PURPOSE OF THE JOB: To provide business development services primarily to micro and small enterprises. KEY PERFORMANCE AREAS: 1. Provide relevant...
-
Financial Advisor Limpopo
7 months ago
Polokwane, South Africa PPS Recruitment Full time**Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70%), savings and investments as well as will, tax and estate planning. We are looking for experienced financial planners who are graduates themselves, familiar with servicing degreed...
-
Claims Investigator
7 months ago
Polokwane, South Africa Momentum Insure Company Limited Full time**Introduction**Role Purpose** - To contribute to the organisational goals by investigating, negotiating and administering claims. Identify and prevent fraudulent claims and manage expenditure on settled claims.**Requirements**: - Matric - Minimum 3 years investigative experience in a short-term personal claims environment - Completion of an investigations...
-
Junior Baker
2 months ago
Polokwane, South Africa Puratos Full time**DO YOU HAVE THE APPITITE TO GROW YOUR MAGIC?** Consumers everywhere are increasingly conscious of the quality of the food they eat. Puratos develops, produces, and distributes a unique range of ingredients for bakers, pastry-chefs and chocolatiers who demand the very highest quality. Founded in Belgium in 1919, From humble beginnings to worldwide...
-
Financial Advisor
6 days ago
Polokwane, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Financial Advisor
7 months ago
Polokwane, South Africa Sanlam Full time**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
-
Business Manager Commercial Banking
4 months ago
Polokwane, South Africa Nedbank Full time**Business Manager Commercial Banking** - Requisition Number-135742- Closing Date;11 September 2024- Location-Limpopo- Talent Acquisition Consultant - Veronica Manyike- Job Family- Sales and Service - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional (MSP) - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To grow...
-
Senior Financial Solutions Specialist
4 weeks ago
Polokwane, Limpopo, South Africa Sanlam Group Full timeJob OverviewAs a Senior Financial Solutions Specialist at Sanlam Group, you will be responsible for delivering exceptional sales and customer service to our clients. This role requires strong analytical and problem-solving skills, as well as the ability to work in a fast-paced environment.About the RoleThe successful candidate will have a minimum of one...
-
Sanlam Short Term Financial Adviser
4 months ago
Polokwane, South Africa Sanlam Full time**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...
-
Relationship Manager
4 days ago
Polokwane, South Africa Santam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...
-
Client Manager
7 months ago
Polokwane, South Africa Aon Corporation Full timePosting Description: **Client Manager**: Short term insurance professional? Living or looking to move to Polokwane? We are hiring! Aon South Africa is recruiting a Client Manager in our Commercial Risk division, based, on a hybrid basis, from our offices in Polokwane. The role of the Client Manager is to build and improve day to day client relationships,...