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  • Posted: May 23, 2023
    Deadline: Not specified
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    Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients. ...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
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    Retail Sales Executive

    Job Description

    • Market and sell a range of financial products while providing the best advice and a quality service
    • Devise and execute business development strategies to attract and acquire new clients
    • Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon
    • Advise clients regarding the advantages and disadvantages of different investment strategies
    • Cross-checking & Collation of Retirement Saving Account Forms
    • Ensuring that enrollees submit their Certificate of Membership to the necessary quarters
    • Liaise with the accounts section of the client office to ensure quick remittance of staff contributions as quickly as PINS are generated and delivered
    • Responsible for the management of clients accounts and feedback on the quality of service delivered to ensure improvement and world-class service
    • Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals
    • Achieve client satisfaction and loyalty through excellent service
    • Perform other duties as assigned by the Head, Investment Platform.

    Requirements

    • Experience in retail financial services and a proven track record in a sales or target driven environment.
    • Excellent communication skills, common sense, and an empathetic ear.
    • Strong customer service and relationship management skills.
    • Motivation to learn, sell, and grow
    • Good mathematical and computer skills
    • High degree of self-confidence
    • Sound knowledge of investment products and markets and ability to apply this knowledge

    Method of Application

    Interested and qualified? Go to Alan & Grant on alanandgrant.zohorecruit.com to apply

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