effectively with suppliers and internal teams. Data Management: Capture and maintain creditors master data. Relationship
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Schedules are up to date and accurate.
Data capture of client demographic data on client relationship
management system XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
literate (MS Office Word and Excel)
Effective data capturing skills
Excellent telephone etiquette
detailing personal activities and forecast
Data capture of sales activities/calls and updating the CRM
detailing personal activities and forecast
Data capture of sales activities/calls and updating the CRM
report detailing personal activities and forecast Data capture of sales activities/calls and updating the CRM
report detailing personal activities and forecast Data capture of sales activities/calls and updating the CRM