promptly via telephone calls, offering attentive assistance. Ensure the CRM remains updated and organised
and services to existing/potential customers and assists them in selecting those best suited to their needs
promptly via telephone calls, offering attentive assistance. Ensure the CRM remains updated and organised
improve services; 7. Receive visiting customers and assist in dealing with general questions and requirements
market share. Technical Savvy : Provide technical assistance and product training to customers, ensuring they
market share. Technical Savvy : Provide technical assistance and product training to customers, ensuring they
specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure
maintaining accurate records providing administrative assistance Strong organizational skills attention to detail
specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure
Selling the relevant quote to the client and assisting them in making an informed decision regarding