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Consultant(e) Finance Gestion F/H

1 month ago

Kimberley, Canada Sanlam Full time
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Sanlam is a leading Financial Services Institution, providing services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts, and Asset Management. To give substance to its objective to be a fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

Validate client details in line with product and regulatory requirements. li>Conduct due diligence on clients to identify and flag risks.Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.Gain insight into client risk profiles to proactively identify where support will be required.Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.