Client-Focused Financial Consultant

EdUpStairs; Knysna; In loco; ZAR 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Old Mutual is seeking motivated interns to join our team in Knysna, Western Cape. This internship focuses on providing excellent client service, financial education and supporting the marketing and selling of Old Mutual products while aiming to achieve targets.

You will build a new business pipeline through lead generation, referrals and proactive client engagement, while adhering to governance and quality standards in a dynamic retail banking environment.

Mansioni

• Meets monthly sales targets in terms of lending and other products.
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management.
• Establishes a new business pipeline through marketing, lead generation and tracking.
• Adheres to internal, regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
• Provides excellent face to face and telephonic service to customers.
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards

Descrizione del lavoro

Old Mutual is seeking motivated interns to join our team in Knysna, Western Cape. This internship focuses on providing excellent client service, financial education and supporting the marketing and selling of Old Mutual products while aiming to achieve targets.

You will build a new business pipeline through lead generation, referrals and proactive client engagement, while adhering to governance and quality standards in a dynamic retail banking environment.