make invoice on Sage with relevant pricing for customer and references and print 2 copies of delivery
delivery note to invoice and email to customer.
Some customers require a quote. So you would add
stock received figures
and develop clientele by networking to find new customers and generate lists of prospective clients Participate networking and communication skills Service-oriented and customer centric Analytical thinker Strong business
financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation communications skills High energy individual who is customer centric and relationship orientated Methodical within the company. 4-5 years in the financial services industry. Relevant tertiary education or courses
renew risks within the agreed guidelines of the service level agreement and within delegated mandates. relationship development on all liability products and services to brokers that the company already has a relationship
renew risks within the agreed guidelines of the service level agreement and within delegated mandates. relationship development on all liability products and services to brokers that the company already has a relationship
client service requirements. ● Proven experience in collections, debt recovery, or financial services, with
client service requirements. ● Proven experience in collections, debt recovery, or financial services, with
and check their accuracy Respond to prospective customer queries about financial planning Improve people's
and check their accuracy Respond to prospective customer queries about financial planning Improve people's