limited to:
resolve payment queries timeously. · Ensure that all sales invoices are raised to the customer account weekly weekly CADS. · Reconciliation of POS sales to aggregator sales monthly. · Ensure all customer monthly
service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting
service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting
Financial
Services Industry and preferable in a sales and client facing environment.
Critical
processing of client information cheques, receipts, sales invoices, purchase invoices • Perform bank reconciliations etc. • Process journal entries e.g. new instalment sale agreements, interest on borrowings, provisions,
your practice with the support and grooming of sales coaches and experienced planners as well as receive training. You will balance new client development, sales activities, customer service and compliance with
service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection
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invoicing to the foreign clients based on info from the Sales Team Sending out the invoices Printing and allocation