Role Purpose:
We are seeking a Business Development Executive to join our client, to develop and nurture relationships with financial advisors, promoting the company’s investment products and services while ensuring exceptional service delivery in the Cape Town retail market.
Key Responsibilities:
Developing and maintaining strong working relationships with advisors
Following up on advisor requests and queries in a timely manner and ensuring service standards are met
Presenting to advisors the benefits of the company offering
Liaising with internal departments to ensure that excellent customer service standards can be met
Keeping up to date with competitor products and service offerings
Qualifications & Experience:
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
Competencies Required:
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
