of information to IFAs, establishment of meetings, reporting of BDM activities, IFA training, support
responsibility for administering the TOB process for all new IFA relationships and liaise with all relevant parties
/> Supporting IBCs at events and networking with IFAs and data collection and follow up.
Assist
preparation of presentations and pitches for prospective IFAs.
Relationship Management & Servicing
IFAs via email, phone, and in-person and Hospitality
external platforms; Have a strong existing network of IFA's, Fund of Funds, Private Wealth, and Tied Agency Agency brokers; Build strong relationships amongst IFA's, Fund of Funds, Private Wealth, and Tied Agency brokers portfolios and unit trust funds; A strong network of IFA's, Fund of Funds, Private Wealth, and Tied Brokers; innovation, delivery, and performance; Desired Skills: IFA Fund of Funds Private Wealth Desired Work Experience:
companies Create requirement checklists for investors / IFA’s Take full responsibility and own transfer process also assist the IFA/assistants in documentation preparation Manage inbound calls from IFA’s and their assistants Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client
companies Create requirement checklists for investors / IFA’s Take full responsibility and own transfer process also assist the IFA/assistants in documentation preparation Manage inbound calls from IFA’s and their assistants Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client
case is finalized and to maintain contact with IFA’s and clients. This person will need to be flexible relevant cut offs.Attending to queries from clients, IFA’s and internal customers and responding to queries queries on time and diligently.Providing clients/ IFA’s with superior levels of serviceMaintaining records clients / IFA’s on SiebelCorrect and timeous rectification of errorsLiaise with clients / IFA’s regarding
companies Create requirement checklists for investors / IFA's Take full responsibility and own transfer process also assist the IFA/assistants in documentation preparation Manage inbound calls from IFA's and their assistants Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client
companies Create requirement checklists for investors / IFAs Take full responsibility and own transfer process also assist the IFA/assistants in documentation preparation Manage inbound calls from IFAs and their assistants Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client
external platforms; Have a strong existing network of IFA’s, Fund of Funds, Private Wealth and Tied Agency brokers; brokers; Build strong relationships amongst IFA’s, Fund of Funds, Private Wealth and Tied Agency brokers portfolios and unit trust funds; A strong network of IFA’s, Fund of Funds, Private Wealth and Tied Brokers;
companies Create requirement checklists for investors / IFA's Take full responsibility and own transfer process also assist the IFA/assistants in documentation preparation Manage inbound calls from IFA's and their assistants Always be supportive in offering assistance to the IFA / assistants and able to train assistants, telephonically give feedback to Sales Consultants/RM (targets), IFA and assistants including formal weekly feedback (client
instructions, reporting and attending to escalated Manco, IFA and client queries