Business Development Executive (CPT)

Media/Marketing/Sales
Cape Town – Western Cape – South Africa

ENVIRONMENT:
A highly ambitious Business Development Executive with great client engagement and interpersonal skills is sought by a cutting-edge FinTech company to join its team. As a Business Development Executive, you will be accustomed to developing and maintaining effective business relationships with advisors and delivering a proactive service that enhances the image of the company and contributes to the growth and profitability of the Retail business unit. The ideal candidate will be an excellent communicator and listener with a customer-centric mindset. You will need a relevant BCom or other suitable completed University Degree with 2 years’ work experience in a similar role within Financial Services focusing on Investments. You will also require CFP and RE5 Certifications.
 
DUTIES:
  • Develop and maintain strong working relationships with advisors.
  • Follow up on advisor requests and queries in a timely manner and ensure service standards are met.
  • Present to advisors the benefits of the product offering.
  • Liaise with internal departments to ensure that excellent customer service standards can be met.
  • Keep up to date with competitor products and service offerings.
 
REQUIREMENTS:
  • BCom or any other completed University Degree.
  • Minimum of 2 years’ experience working as a Business Development Executive within Financial Services focusing on Investments.
  • CFP.
  • RE5.
  • Ability to work in a team.
  • Computer literacy.
 
ATTRIBUTES:
  • Excellent communicator and listener.
  • Customer service mindset.
  • Able to interact with clients effectively.
  • Good organisational skills.
  • Energetic with a positive and friendly attitude.
  • Professional and presentable. 
  • Excellent communication skills. 

+ 27 (0) 21 741 0400