Jobs
>
Mthatha

    OMF Financial Consultant - Mthatha, South Africa - Old Mutual

    Old Mutual
    Old Mutual Mthatha, South Africa

    1 week ago

    Old Mutual background
    Full time
    Description

    Description

    This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products.

    The incumbent is individually accountable for achieving results through own efforts.
  • Meets monthly sales targets in terms of lending, transactional banking and insurance.
  • Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
  • Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
  • Accurately capture all client information on Summit as per loan application and supporting documentation
  • Suspend or reject loan applications to be re-quoted as and when required
  • Report suspicious or fraudulent loan application documents to the Branch Manager
  • Explain the Loan Application Process to facilitate client understanding of the process
  • Explain Terms and Conditions of Old Mutual Finance Products to clients
  • Issue copy of Contract / Agreement to Client
  • Print loan agreement for client's signature
  • Correct altered loan application information sent for rework and reprint for client's signature
  • Follow up on clients with 1st and 2nd missed instalments
  • 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 internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
  • 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 (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
  • Provides excellent face to face and telephonic service to customers.
  • Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
  • Builds sustainable relationships that enhances the brand.
  • Delivers on daily production standards and adheres to service and quality standards.
  • Processing of lending products and verification of the required information.

    • Minimum Requirements

  • National Senior Certificate or; (Equivalent NQF level 4)
  • Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)

    • Skills

    Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales

    Education

    National Certification (Nat Cert) (Required)

    Closing Date

    08 May 2024
  • Old Mutual

    OMF Financial Consultant

    5 days ago

    Old Mutual Mthatha, South Africa Full time

    Description · This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. · The incumbent is in ...

  • Staff Unlimited Recruitment

    Property Manager

    13 hours ago

    Staff Unlimited Recruitment Mthatha, South Africa

    Our client is seeking a **Property Manager - Regional** for a 5-Year contract to join their team, based in Mthatha. Successful candidate will be responsible for providing oversight, directing and managing organisation's overall regional property portfolio in line with the financi ...

  • Barloworld Equipment

    Parts Salesperson Global Grade 07

    13 hours ago

    Barloworld Equipment Umtata, South Africa

    **Key Outputs** · - Achieve parts sales key performance indicators: · - OTIF (on time in full) orders · - Ensure customer details are captured accurately when opening a new account · - Grow and promote over the counter sales by promptly providing quotations and a quality customer ...

  • Profile Personnel

    Property Manager

    13 hours ago

    Profile Personnel Mthatha, South Africa

    This position will be reporting to the Regional Manager and Head: Properties (at Head Office). · The incumbent will be responsible for providing oversight, directing and managing Company overall regional property portfolio in line with the organisation's financial sustainability ...

  • TotalEnergies

    Sales Representative Umthatha

    5 days ago

    TotalEnergies Umtata, South Africa

    Sales · - UMTATA-CNR.TEXTILE & MOMELENZI RD(ZAF) · - South Africa · - Financial Data · - To achieve sales budgets, margins and operate within the set Opex and Capex budgets as determined by management in consultation with Regional Sales Manager. Also, to work in conjunction with ...

  • Staff Solutions

    Regional Property Manager

    13 hours ago

    Staff Solutions Umtata, South Africa

    **Eastern Cape**, Umtata** · **Negotiable Cost To Company (Market related, Negotiable)** · Opportunity Available Our leading client in the Business Development Sector is looking to employ a Regional Property Manager to join their dynamic team in Mthatha. · **Compliance and Govern ...

  • Nedbank

    Nir Sales Consultant

    1 week ago

    Nedbank Mqanduli, South Africa

    **NIR Sales Consultant** · - Requisition Number Closing Date-15 March 2024**Location** · - Mqandu-Eastern Cape- Job Family- Sales and Services- Career Stream- Sales- Leadership Pipeline- Manage Self Technical- FAIS Affected- FAIS Affected - Yes**Job Purpose** · - To retain, maint ...

  • Sanlam

    Branch Manager

    2 days ago

    Sanlam Mthatha, South Africa

    Who are we? · Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide ...