Eastern Cape Business Development Manager
5 days ago
This role is responsible for attracting, acquiring, and retaining clients by selling company products to generate new business and providing after-sales service to ensure client retention, increase market share, and contribute to overall business objectives.
Key Responsibilities- Sales and Client Acquisition: Engage with prospective clients to highlight product features and benefits based on their financial wellness needs, sell products in line with client's financial needs, and calculate tax and legal implications of products or changes.
- Client Service and Retention: Investigate client queries, provide accurate information and advice, and build relationships with clients and internal stakeholders.
- Administrative and Reporting Tasks: Accurately capture client information, relevant actions, and sales on the system, complete administrative and reporting requirements within agreed timeframes, and adhere to compliance requirements in the sales process.
Requirements:
- Minimum 2 years' experience in the financial services industry.
- Minimum 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 and valid driver's license.
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