Client Relationship Manager
3 days ago
This is an exciting opportunity to join the Sanlam Limited team as a Client Relationship Manager - Financial Services. In this role, you will be responsible for building and maintaining relationships with clients and colleagues, as well as providing sound financial advice and a high level of client service in a Branch context.
The ideal candidate will have 1-year experience in a sales or marketing capacity and a strong understanding of insurance products. You will also have excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.
Key Responsibilities:
- Build and maintain relationships with clients and colleagues
- Provide financial advice and services to clients
- Develop and implement sales strategies to increase market share
- Conduct due diligence on clients to identify and flag risks
Requirements:
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements
- Class of Business training (to be completed within 12-months of employment)
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