Bio
Experience
-
-
South Africa
-
Financial Services
-
700 & Above Employee
-
Specialist Customer Service & Host Manager
-
Jan 2023 - Present
-
-
Sales Consultant
-
Dec 2008 - Present
• Address customer needs by providing appropriate banking advice and guidance• Extend customer relationships to relevant parties to address customer needs• Achieve contracted sales targets according to sub-segment objectives• Be accountable for end to end sales fulfillment• Identify sales gaps, implement and execute corrective action plans and identify external sales opportunities• Build network relationships with internal and external stakeholders to ensure realization of clients needs• Adhere to legislative requirements e.g. FAIS, Financial Intelligence Centre Act (FICA), Customer Acceptance Screening Application (CASA), Record of Advice (ROA), National Credit Act (NCA) etc.• Ensure customer satisfaction by delivering exceptional customer service
-
-
SALES SUPPORT
-
May 2005 - Nov 2008
• Ensure all documentation is accurately completed, recorded and dispatched or filed• Ensure all documentation meets the Customer Acceptance Screening Application (CASA) and Financial Intelligence Centre Act (FICA) requirements when completed , recorded, dispatched and filed• Ensure information o...
-
-
Education
-
2013 - 2016Milpark School of Commerce
-
Tiger Kloof Educational Institution
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community