Senior Financial Analyst impacting finance through budgeting, forecasting, and financial modeling for a premier e - commerce brand. Collaborating with leadership to drive financial insights and decisions.
About the role
- Financial Advisor providing expertise on financial products within allocated markets at Old Mutual. Customer service-focused with responsibilities in business development and relationship management.
Responsibilities
- Provides advice on a specific range of products to a specific allocated market
- Provide a quality service to customers while identifying opportunities to secure new business or support retention
- Analyze specific problems and issues to find the best solutions
- Receive visitors and assist with various requests
- Schedule follow-up actions and enter relevant information into the CRM system
- Develop and implement a relationship management plan for potential customer accounts
- Develop knowledge and understanding of the organization's policies and procedures
- Monitor and assess sales and market data for a specific geographic region
- Develop a personal network within the business sector
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- N/A
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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