recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools. Responsible for full data update
the lodgment rules. Submission of new business application(s), together with supporting documentation to complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and
the lodgment rules. Submission of new business application(s), together with supporting documentation to complete pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and