and team members in reaching new and existing clients. Find Business on the CRM Package – Cross selling Public relations & events Min Matric Qualification in Marketing, Communications or related field
and team members in reaching new and existing clients. Find Business on the CRM Package – Cross selling Public relations & events Min Matric Qualification in Marketing, Communications or related field
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality