208 Broker Consultant Pietermaritzburg jobs in South Africa
Broker Consultant | Pietermaritzburg
Posted 20 days ago
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Join our client, a leading Financial Services Giant, as a Broker Consultant .
As a Business Consultant , the successful candidate will be responsible for building and maintaining the relationship between our client and intermediaries/financial planners.
The successful candidate's focus areas would be:
- Create valuable business partnerships to enhance the business.
- Manage a panel of brokers in your allocated area.
- Prospecting, negotiating & closing skills.
- Assist with the on-boarding process and relationship management.
- Provide growth, maintenance, and correct support to all supporters on the panel or those who may become a part of the panel.
- Successfully market the product and deliver relevant training, providing strong leadership and direction.
- Identify opportunities for campaigns and potential clients.
- Assist in the knowledge extension on the benefits of our indemnification.
- Uphold company values and virtues at all times.
Requirements:
- Own car registered in your name.
- Clear ITC & criminal record.
- Matric & commerce qualification.
- Exposure to insurance, banking, estate planning, investments.
- Minimum of 3 years sales experience.
Benefits:
- Basic – R45 000 – R50 000 per month.
- Commission.
- Travel allowance.
- Cellphone allowance.
Broker consultant | pietermaritzburg
Posted today
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Client Management & Migration Associate
Posted 4 days ago
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Job Description
Are you a driven and analytical finance graduate eager to work at the intersection of finance, technology, and client engagement? Our client, an award-winning global technology group, is seeking a dynamic Client Management & Migration Associate to join their innovative and agile team. This is an exciting opportunity to gain exposure to a cutting-edge web-based platform used by leading companies to manage their share incentive plans.
Key Responsibilities
As a Client Management & Migration Associate, you will:
Assist with onboarding new clients and uploading share plan data onto the system
Provide technical and product guidance on the share plan platform
Advise on IFRS 2 and related incentive queries
Lead client communication including broker interactions and award issuance processes
Deliver platform training to clients and offer continuous support
Maintain and grow client relationships, identifying upselling opportunities
Gather client feedback and collaborate internally to enhance platform functionality
Minimum Requirements
Bachelor’s degree in Finance, Accounting, or related field (CA or equivalent preferred)
Exceptional academic track record
Advanced Excel skills (non-negotiable)
Strong analytical, problem-solving, and communication abilities
Proactive self-starter, capable of working independently and in a team
Highly organised and deadline-driven
If you have not been contacted within 10 working days, please consider your application unsuccessful.
Client management & migration associate
Posted today
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Client Delivery Management
Posted 16 days ago
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Job Description
Join to apply for the Client Delivery Management role at NTT DATA, Inc.
Join to apply for the Client Delivery Management role at NTT DATA, Inc.
Get AI-powered advice on this job and more exclusive features.
Make an impact with NTT DATA
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.
Make an impact with NTT DATA
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.
Your day at NTT DATA
The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.
This role supports the business and protects the company’s reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.
This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.
Key responsibilities:
- Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
- Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
- Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
- Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
- Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
- Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
- Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
- Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
- Reviews all proposals delivered to the client and ensure that growth objectives within the
Client Delivery Management
Posted 21 days ago
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Job Description
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.
This role supports the business and protects the company's reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.
This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.
**Key responsibilities:**
+ Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
+ Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
+ Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
+ Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
+ Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
+ Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
+ Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
+ Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
+ Reviews all proposals delivered to the client and ensure that growth objectives within the
Client Delivery Management
Posted 21 days ago
Job Viewed
Job Description
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it's a place where you can grow, belong and thrive.
**Your day at NTT DATA**
The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.
This role supports the business and protects the company's reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.
This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.
**Key responsibilities:**
+ Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
+ Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
+ Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
+ Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
+ Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
+ Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
+ Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
+ Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
+ Reviews all proposals delivered to the client and ensure that growth objectives within the
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Client Management & Migration Associate (CA or equivalent) (JHB)
Posted 20 days ago
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Job Description
ENVIRONMENT:
JOIN a dynamic team of a cutting-edge FinTech company seeking a young & passionate individual to fill the role of a Client Management & Migration Associate. You will deal with top personnel at clients and assist them with all technical queries. You will set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process, assist client with IFRS 2 and incentive-related queries while creating and providing training to clients in using the platform. Applicants must have a financial background with a Bachelor’s Degree – CA or equivalent, a strong academic record and be technical proficient in Finance with strong Excel skills.
DUTIES:
- Learn and understand all the technical aspects relating to the product to onboard clients and client information onto the platform and manage client requirements.
- Implement and advise on the technical aspects of the product.
- Set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process.
- Assist clients with IFRS 2 and incentive-related queries and in using the system.
- Build relationships with the client.
- Maintain client relationships and offer new or existing solutions to existing clients.
- Understand client needs and collaborate with management, colleagues, and other staff to enhance the product based on new clients or internal requirements.
- Create and provide training to clients in using the platform.
- Provide ongoing feedback and ideas to management on ways to improve the system.
REQUIREMENTS:
- Financial background with a relevant Bachelor’s degree (CA or equivalent).
- Strong academic record & technically proficient (Finance).
- Strong Excel skills is a prerequisite.
- Analytical and problem-solving skills.
- Excellent communication skills (email and in-person).
- Can lead client meetings.
- Can work in a team environment and alone (self-starter).
- Knows how to prioritise tasks and provide excellent service.
- Deadline driven and can work under pressure.
Advantageous –
- Experience in VBA or other basic coding.
- CFA, Level 1, 2 or 3.
- Mathematics Degree or background.
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.
Desired Skills:
- Bachelor's Degree
- CA
- Excel
Client management & migration associate (ca or equivalent) (jhb)
Posted today
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Client Value Management Specialist
Posted 2 days ago
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