Sales Administrator
Role Sales Administrator
Division Principal Investments
Department Cash Investments
Job Type Classification Permanent
Location - Investec Office Sandton
Location - Province Gauteng
Location - Country South Africa
Job Description To support all sales consultants by effectively processing the administrative tasks relating to new client acquisition and certain existing client requests
Distribution of new sales leads / management of the PCI Sales leads mailbox
Effectively and timeously manage the new accounts / application process / Assist with service queries if/when required
Effectively manage the issuing of guarantees / Manage any Forex related process for new clients
Management of Risk โ Be the gatekeeper between PCI Sales and CIM to ensure all FICA and compliance requirements are met
Key Stakeholder Management
Minimum Requirements โข Matric & Tertiary qualification / Studying towards tertiary qualification
โข Relevant administrative skills
Duties & Responsibilities To support all sales consultants by effectively processing the administrative tasks relating to new client acquisition and certain existing client requests
Distribution of new sales leads / management of the PCI Sales leads mailbox
Effectively and timeously manage the new accounts / application process / Assist with service queries if/when required
Effectively manage the issuing of guarantees / Manage any Forex related process for new clients
Management of Risk โ Be the gatekeeper between PCI Sales and CIM to ensure all FICA and compliance requirements are met
Key Stakeholder Management
Report Management
Personal Attributes & Other Requirements To support all sales consultants by effectively processing the administrative tasks relating to new client acquisition and certain existing client requests
Distribution of new sales leads / management of the PCI Sales leads mailbox
Effectively and timeously manage the new accounts / application process / Assist with service queries if/when required
Effectively manage the issuing of guarantees / Manage any Forex related process for new clients
Management of Risk โ Be the gatekeeper between PCI Sales and CIM to ensure all FICA and compliance requirements are met
Key Stakeholder Management
Report Management
HOW TO APPLY
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