Position Summary:
To support the Relationship Manager with the day-to-day administrative (portfolio management), sales, operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Required Education & Experience:
- Experience as an Account Analyst with exposure to lending principles, sales and client servicing
- Relevant FAIS qualification
- Relevant NQF6 qualification
- Experience in a back-office Account Support or Customer Service Support role to understand how to interact with the client as well as to process client queries and requests
- Must have relevant intermediary experience in respect of FAIS
- Experience in Credit or Retail Credit Collections responsible to complete credit applications