business and have a second appointment booked, this needs to be updated on the tracker spreadsheet and booked Management) Every client needs to be correctly captured onto the CRM system Existing clients need to be checked checked and info needs to be updated Take 5 files a day for each broker and update the client's details on the the CRM system. If need be call them to confirm information that might be missing. Ensure we have the most crucial element to what we sell to clients; we need to make sure that all our clients get to GOLD Vitality
business and have a second appointment booked, this needs to be updated on the tracker spreadsheet and booked Management) Every client needs to be correctly captured onto the CRM system Existing clients need to be checked checked and info needs to be updated Take 5 files a day for each broker and update the client's details on the the CRM system. If need be call them to confirm information that might be missing. Ensure we have the most crucial element to what we sell to clients; we need to make sure that all our clients get to GOLD Vitality
CSE plays a crucial role in understanding client needs, proposing solutions, and effectively managing multiple
Acquire a thorough understanding of key customer needs and requirements. Expand relationships with existing
understanding of technology, industry trends, and the needs of clients within the ICT sector preferred.
rules, marketing etc. Assess additional training needs which may be required by sales consultants. Conduct evaluating effectiveness of the training to specific needs of the division to maintain good standards. Support existing initiatives. Consolidate all training needs and share with Learning & Development team.
rules, marketing etc. Assess additional training needs which may be required by sales consultants. Conduct evaluating effectiveness of the training to specific needs of the division to maintain good standards. Support existing initiatives. Consolidate all training needs and share with Learning & Development team.
rules, marketing etc. Assess additional training needs which may be required by sales consultants. Conduct evaluating effectiveness of the training to specific needs of the division to maintain good standards. Support existing initiatives. Consolidate all training needs and share with Learning & Development team.
rules, marketing etc. • Assess additional training needs which may be required by sales consultants. • Conduct evaluating effectiveness of the training to specific needs of the division to maintain good standards. Coaching existing initiatives. • Consolidate all training needs and share with Learning & Development team.
rules, marketing etc. • Assess additional training needs which may be required by sales consultants. • Conduct evaluating effectiveness of the training to specific needs of the division to maintain good standards. Coaching existing initiatives. • Consolidate all training needs and share with Learning & Development team.
rules, marketing etc. • Assess additional training needs which may be required by sales consultants. • Conduct evaluating effectiveness of the training to specific needs of the division to maintain good standards. • Support existing initiatives. • Consolidate all training needs and share with Learning & Development team.