Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing areas of Funds Under Management. These individuals build a trusting relationship with private wealth clients then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing areas of Funds Under Management. These individuals build a trusting relationship with private wealth clients then submitted to the Regional Administration Manager for final checking. Assistance in attending to
Specialist. You will work closely with the Digitial Manager and offer support to the rest of the makerting and in APP comm) Customer data management Loyalty program Duties Support Digital Manager in establishing driving loyalty program Create and deploy customer journeys Customer Journey performance monitoring and reporting acquisition Customer retention Data cleanup (unsubscribe management) 3rd party vendor management Qualification-
Sales Management: Drive revenue growth by identifying and seizing sales opportunities. Your strategic
productivity
Customer Relationship Management: Cultivate meaningful relationships with our valued
valued B2B customers, providing exceptional service and exceeding their expectations
Reporting: Keep management
management informed about your activities and results through accurate and insightful reporting, showcasing
Sales Management: Drive revenue growth by identifying and seizing sales opportunities. Your strategic
productivity
Customer Relationship Management: Cultivate meaningful relationships with our valued
valued B2B customers, providing exceptional service and exceeding their expectations
Reporting: Keep management
management informed about your activities and results through accurate and insightful reporting, showcasing
Responsibilities:
will be responsible for shaping and executing the customer experience strategy, ensuring seamless interactions
service excellence, and acting as the voice of the customer in all decision-making processes.
Key
business units.