To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational functions for an allocated Growth portfolio.
To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Qualifications
NQF6 (FAIS recognised)
FAIS Representative
Experience Required
3-4 years Experience as an Account Analyst with exposure to lending principles, sales and client servicing in Agric
Experience in a back-office Account Support or Client Service Support role to understand how to interact with clients as well as to process client queries and requests
Experience in Credit or Retail Credit Collections responsible to complete credit applications
Must have relevant intermediary experience in respect of FAIS