Business Development Executive (CPT)

DUTIES:

• Develop and maintain strong working relationships with advisors.
• Follow up on advisor requests and queries in a timely manner and ensure service standards are met.
• Present to advisors the benefits of the product offering.
• Liaise with internal departments to ensure that excellent customer service standards can be met.
• Keep up to date with competitor products and service offerings.

REQUIREMENTS:

• BCom or any other completed University Degree.
• Minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Investments.
• CFP.
• RE5.
• Ability to work in a team.
• Computer literacy.

ATTRIBUTES:

• Excellent communicator and listener.
• Customer service mindset.
• Able to interact with clients effectively.
• Good organisational skills.
• Energetic with a positive and friendly attitude.
• Professional and presentable.
• Excellent communication skills.

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful.

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