Sanlam Group
Job Purpose
Exits on fund plans.
Output/Core Tasks:
Process fund exit and related correspondence requests received via various channels.
Focus mainly on the following events (Primary events)
Fund maturities and retirements (full proceeds)
Fund terminations
Request Fund quotes
Process requests within the appropriate SLA’s and LAD.
Servicing of client’s policy needs and requirements.
Immediate resolution of service requests in a quality manner to ensure client satisfaction.
Communicates completion of cases to clients/funds/management by telephone or in writing.
Handles requests for urgent call backs to clients when required.
Communicates completion of cases to clients/management by telephone and/or in writing
What will make you successful in this role?
Role Requirements:
Qualifications:
Matric/Grade 12
Relevant business degree/diploma from a well-recognised institution will be an advantage.
Knowledge and Experience:
A Minimum of 2 years’ experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective
Competencies:
Client Service orientation
Decision making and problem-solving skills
Interpretation and reasoning skills
Analytical abilities
Interpersonal sensitivity
Ability to work under pressure
Good communication skills in English
Closing Date: 7 June 2026
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