Specialist CAF Jobs in Msunduzi
Job Description
Standard Bank Group has recently announced some of the latest specialist CAF jobs in Msunduzi for qualified and deserving candidates. To achieve Commercial Asset Finance (CAF) sales performance objectives by implementing approved asset-based finance transactions to both new and existing customers for allocated portfolios within a province across segments and sectors. To maintain post-sales relationships with customers whilst identifying further asset-based finance and retention opportunities in conjunction with the Relationship Managers. the company provides the best customer service and also a very comfortable environment for its employees.
Responsibilities Of Specialist CAF Jobs
- Conducting thorough analysis and evaluation of the customer’s financial needs and goals.
- Providing personalized financial advice and recommendations to clients based on their individual circumstances.
- Developing comprehensive financial plans tailored to the client’s objectives, including investment strategies, retirement planning, and risk management.
- Implementing agreed-upon financial strategies and monitoring their effectiveness over time.
- Assisting clients with account management, transactions, and paperwork as needed.
- Staying updated on industry trends, regulations, and products to ensure accurate and relevant advice.
- Building and maintaining strong client relationships through regular communication and proactive support.
Requirements
- First Degree Business Commerce
- FAIS RE 5 is a must-have
- 3-4 years This role is key in correctly identifying customer requirements and providing relevant solutions to enable the accurate preparation and concluding of all deals in order to reach growth objectives. The jobholder decides which deals to pursue.
