ROLE PURPOSE

RESPONSIBILITIES AND WORK OUTPUTS
Internal Collaboration:
• Effective and consistent service delivery and support to all internal and external clients
• Client/Stakeholder Relationship Management:
• Relationship management with various stake holders
Resolving queries:
• Facilitate enquiries received from MA's; Brokers and Head Office
Front Office Administration:
• Prepare quotes accurately and within agreed time frames
• Follow up on missing and outstanding information with broker
• Check applications before submitting to head office
• Scan and Index all documentation according to requirements
• Set administrative requirements and standards
• Facilitate and co-ordinate the new business process
Reporting:
• Maintain and report on new business activities (MOS)
• Performance and Development:
• Manage own performance and development.
• Live the Momentum values
COMPETENCIES REQUIRED
• Deciding and initiating action
• Working with people
• Adhering to principles
• Applying expertise and technology
• Planning and organizing
• Delivering results and meeting customer expectation
• Coping with pressures and setbacks
• Following instruction and procedure
EXPERIENCE AND QUALIFICATIONS
• Matric / Grade 12
• Minimum of 2 years Financial service industry experience; with particular interest in Investments.
WHERE YOU WILL WORK
The above-mentioned position is currently available in the Emerging Market department at our Momentum Retail business unit based at our office in Centurion.
• Maintain and report on new business activities (MOS)
• Performance and Development:
• Manage own performance and development.
• Live the Momentum values
COMPETENCIES REQUIRED
• Deciding and initiating action
• Working with people
• Adhering to principles
• Applying expertise and technology
• Planning and organizing
• Delivering results and meeting customer expectation
• Coping with pressures and setbacks
• Following instruction and procedure
EXPERIENCE AND QUALIFICATIONS
• Matric / Grade 12
• Minimum of 2 years Financial service industry experience; with particular interest in Investments.
WHERE YOU WILL WORK
The above-mentioned position is currently available in the Emerging Market department at our Momentum Retail business unit based at our office in Centurion.
How to apply for this:
Closing date:20-06-2018
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