Relationship Officer, Personal Finance

Description

naProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. A performance-driven role with highly competitive commissions and allowances.

Responsibilities

Sell products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team. Design own monthly schedule to meet sales targets and ensure high-priority tasks get done Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Skills

Clustering Techniques, Communication Server, Computer Literacy, Computer Network Management, Database Administration, Database Management Systems (DBMS), Data Encoding, Desktop Publishing (DTP), Executing Plans, Expertise Management System, File Management System, Local Area Network (LAN) Management, Network Administration, Office Systems, Oral Communications

Competencies

Action OrientedCommunicates EffectivelyDrives ResultsEnsures AccountabilityPlans and AlignsTech Savvy

Education

Bachelors Degree (B)

Closing Date

30 May 2026 , 23:59