Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
metrics and consistently achieving minimum metrics. Capturing and recording sales call details 100% in the CRM
metrics and consistently achieving minimum metrics. Capturing and recording sales call details 100% in the CRM
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following
referrals. F. Applications capture and file construction: Complete and capture applications accurately,
referrals. F. Applications capture and file construction: Complete and capture applications accurately,
comprising supply chain management, finance and admin to ensure efficient front-to-end work flows. A close
comprising supply chain management, finance and admin to ensure efficient front-to-end work flows. A close