management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate Initiate prospecting events to support business inflows by building quality relationships • Ensure clients overall profitability of the business via; • New inflows from prospective clients, • Retention of Existing
management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate Initiate prospecting events to support business inflows by building quality relationships • Ensure clients overall profitability of the business via; • New inflows from prospective clients, • Retention of Existing
Key Responsibilities: ✅ Ensure timely product inflow to meet stock targets. ✅ Manage inventory levels
Key Responsibilities: ✅ Ensure timely product inflow to meet stock targets. ✅ Manage inventory levels
may include but not limited to: - Increase net inflows amongst independent financial advisors (large,
bank balances, net cash flow)
5 Risk rating
and net cash flow.
Review petty cash schedule - banking of cash sales (inflow) and supporting documents of expenditure incurred
Review petty cash schedule - banking of cash sales (inflow) and supporting documents of expenditure incurred
on a daily basis &
management of cash inflow.
- Basic bookkeeping requirements as support