Job description
- Offers advice in adherence to the customer value proposition and compliance framework;
- Develops, tracks and reviews business plan to meet individual performance targets;
- Prospects in allocated markets;
- Offers specific range of products;
- Manage a portfolio of existing clients;
- Manage client product holding across a portfolio of Old Mutual solutions;
- Retain existing business;
- Build and manage exceptional client relationships
Minimum Requirements:
- 1+ Years working experience
- Tertial qualification in Finance