of a CFA or CA with 10 years experience in fixed income or credit investments
Your main focus
years experience
Specialisation in fixed income or credit investments.
Investment analysis
OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
on matters with matter numbers;
packs
sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company
oriented.
hardworking, likes to prove themselves and goes the extra mile.
Duties:
experience Duties:- Collate information to analyse income and expenses of the properties and provide comments against budgets Ensure accruals are raised where some income and expense items are outstanding or not recorded all municipal queries and highlight impact on the income statement and balance sheet once resolved. Ensure decision making on improving Property Net Operating Income Develop, implement and manage property budgets