Cape Town team. JOB DESCRIPTION: Responsible for all new business sales activities, from lead generation Resolving outstanding queries Follow up with all new clients regarding their first-time interactions Resolving all queries and customer complaints for new clients Monthly follow up meetings with all new clients
Cape Town team. JOB DESCRIPTION: Responsible for all new business sales activities, from lead generation Resolving outstanding queries Follow up with all new clients regarding their first-time interactions Resolving all queries and customer complaints for new clients Monthly follow up meetings with all new clients
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" Forms) Ensuring all Quarterly declarations have been sent and received Assisting new Para-planners with
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" Forms) Ensuring all Quarterly declarations have been sent and received Assisting new Para-planners with
Managing and controlling the smooth process of all new units ACR's & PDI's Attending weekly production
but are not limited to, being responsible for all new business sales activities, from lead generation
but are not limited to, being responsible for all new business sales activities, from lead generation
they are inline with audit requirements Ensure all new employees and terminations are uploaded onto the
they are inline with audit requirements Ensure all new employees and terminations are uploaded onto the
all supplier queries in a timely manner Ensure all new suppliers provide relevant information to support