ABSA Virtual Financial Advisor Learnerships (Finance Graduates)

admin Comments 0 Comment

Unemployed Learnership Virtual Financial Advisor opportunity, incumbent must have completed a Diploma in Finance, advantage and preference if any Financial planning qualifications or even RE5 certification is obtained. Learnership will start 1 April 2025 for 12 months.

Responsibilities:

Sales and Service Delivery Focus (Supervision and support)
Facilitate seamless sales activation, conversion, and fulfilment for new to bank and current customers. Deepen Customer Relationships
Provide a high level of individualized service to customers utilizing consultative relationships with customers to increase loyalty and business referrals.
Sales conclusion and sales activation
Apply knowledge to drive seamless fulfilment of sales and timeous reporting on customer sales related queries
Ensuring that all credit- and fraud referrals are investigated and resolved or escalated and resolved Customer Experience Management
Interact with customer segments in a manner which enhances the brand experience Manage transactional activities
Perform work as per the pre-set daily workforce plans and schedules necessary adjustments. Record and report on to provide timely and accurate information and provide monthly reports that reflect insight into tendencies and patterns.
Risk and governance Comply and adhere to all internal and external risk and governance policies, standards and procedures and escalate associated risks.
Adhere to NCA, FICA and FAIS legislation.

Requirements: