Friday , September 22 2023

Sanlam Careers Bellville – Fund Process Assistant

Website Sanlam

Job Description:

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms

Job Responsibilities:

  • Communicates completion of cases to clients/funds/management by telephone or in writing.
  • Process fund exit and related correspondence requests received via various channels.
  • Request Fund quotes
  • Communicates completion of cases to clients/management by telephone and/or in writing
  • Fund maturities and retirements (full proceeds)
  • Fund terminations
  • Immediate resolution of service requests in a quality manner to ensure client satisfaction.
  • Servicing of client’s policy needs and requirements.
  • Handles requests for urgent call backs to clients when required.
  • Focus mainly on the following events (Primary events)

Job Requirements:

  • Client Service orientation
  • Good communication skills in English
  • Interpersonal sensitivity
  • Interpretation and reasoning skills
  • Decision making and problem-solving skills
  • Analytical abilities
  • Ability to work under pressure

Qualification & Experience:

  • A Minimum of 2 years experience in Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
  • Relevant e year business degree/diploma from a well-recognised institution is a requirement.
  • Matric/Grade 12
  • Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Bellville, Western Cape, SA

Application Deadline: N/A

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