Updating database with new customer details • Passing on leads to external salespersons for customers
Updating database with new customer details • Passing on leads to external salespersons for customers
/>Updating database with new customer details.
Passing on leads to external salespersons for customers
with client. • ILD test – attending training and passing tests on a monthly basis. • Perform all other assigned
with client. • ILD test – attending training and passing tests on a monthly basis. • Perform all other assigned
with client. • ILD test – attending training and passing tests on a monthly basis. • Perform all other assigned
with client. • ILD test – attending training and passing tests on a monthly basis. • Perform all other assigned
Wealth Management NQF L5 qualification or higher Passed exam RE: Representatives Drivers' license and own
Wealth Management NQF L5 qualification or higher Passed exam RE: Representatives Drivers' license and own
Learnings and SOP training is completed timeously Agreed pass averages are achieved for product/detailing assessments