this with experience working in the financial services industry? Your interest in Economics and Global be a major plus for this role. Our International client with their head office in Cape Town CBD requires expertise to manage a portfolio of High-net-worth clients where you will be dealing with their requirements global events DUTIES Manage a client base: Fielding calls and emails from clients regarding forex rate indications systems Checking rates on systems for clients Communicating with clients to understand terms and conditions
advice to clients and helping them achieve their financial goals, through the acquisition of clients. This assessments of clients to determine their financial goals and objectives. Grow companies client base by sourcing sourcing for clients through networking, cold calling ect. Recommend appropriate insurance products and investment options to clients based on their individual needs and risk tolerance Educate clients on various financial about their money Continuously monitor and review client portfolios to ensure they remain aligned with their
advice to clients and helping them achieve their financial goals, through the acquisition of clients. This assessments of clients to determine their financial goals and objectives. Grow companies client base by sourcing sourcing for clients through networking, cold calling ect. Recommend appropriate insurance products and investment options to clients based on their individual needs and risk tolerance Educate clients on various financial about their money Continuously monitor and review client portfolios to ensure they remain aligned with their
Johannesburg office to effectively manage an existing client base and source new sales opportunities and close income and revenue by managing and negotiating with clients and generating leads, qualifying prospects, and Johannesburg office to effectively manage an existing client base and source new sales opportunities and close income and revenue by managing and negotiating with clients and generating leads, qualifying prospects, and managing sales Your responsibilities will include: • Servicing New and Existing customers/accounts to Obtain
including between Johannesburg and other offices. Client Interaction and Hospitality Attend to the switchboard and assist clients upon arrival, including handling beverage orders, preparation, and service. Advise relevant relevant stakeholders of client arrivals. Ensure prompt, professional, efficient, and courteous reception external clients. Demonstrate high energy levels and consistently high levels of client service. Meeting returned. Ensure validated parking tickets for clients, when applicable. Office Vehicle Management Monitor
& Inisoft create and provide services and solutions to over 50 clients across many industry verticals same passion for delivering high quality customer service as you? What if that company was highly focused the day-to-day client relationship at operational levels ensuring high levels of Client Satisfaction Lead superior level of sales and a high quality of service. Partner with HR to analyse Employee Satisfaction workforce Work with Client Engagement teams to prepare and present monthly and quarterly client business reviews
including between Johannesburg and other offices. Client Interaction and Hospitality Attend to the switchboard and assist clients upon arrival, including handling beverage orders, preparation, and service. Advise relevant relevant stakeholders of client arrivals. Ensure prompt, professional, efficient, and courteous reception external clients. Demonstrate high energy levels and consistently high levels of client service. Meeting returned. Ensure validated parking tickets for clients, when applicable. Office Vehicle Management Monitor
Johannesburg office to effectively manage an existing client base and source new sales opportunities and close income and revenue by managing and negotiating with clients and generating leads, qualifying prospects, and Johannesburg office to effectively manage an existing client base and source new sales opportunities and close income and revenue by managing and negotiating with clients and generating leads, qualifying prospects, and managing sales Your responsibilities will include: • Servicing New and Existing customers/accounts to Obtain
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sustain good relations with clients as well as maintain and grow own existing client base by offering a complete integrated security solutions to both existing and new clients which represents the full spectrum of not only Accountability for client growth and proactively increasing turnover through own existing client base as well well as new clients Ensure Revenue targets are met by achieving planned sales goals. Targets may vary as to potential clients in different areas of responsibility Addressing and resolving client's queries promptly