Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and
Wealth Advisor in fulfilling general sales and administrative support activities, client liaison and engagement inter-departmental relationships Coordinate the sales and administrative activities between the different product providers Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial environment In depth knowledge of Financial Planning administration, Risk and Investment products, processes and
clients and cold calling potential clients Administration: includes but not limited to, client quotes QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related Teams) Excellent communication skills Strong Administration skills Must be confident to phone clients.
clients and cold calling potential clients Administration: includes but not limited to, client quotes QUALIFICATIONS Matric EXPERIENCE: Minimum of 1 year administrative and sales experience Any other work-related Teams) Excellent communication skills Strong Administration skills Must be confident to phone clients.
in the Generic Market only Effective territory management. Analyze Impact Rx data. Ability to effectively external customers Administration skills – ability to comply with the required administration standards associated pressure, to set priorities and to demonstrate time management skills. Knowledge of basic financial calculations Specialists and Key Opinion Leaders Good territory management. To target and segment HCPs. Product Portfolio
in the Generic Market only Effective territory management. Analyze Impact Rx data. Ability to effectively external customers Administration skills – ability to comply with the required administration standards associated pressure, to set priorities and to demonstrate time management skills. Knowledge of basic financial calculations Specialists and Key Opinion Leaders Good territory management. To target and segment HCPs. Product Portfolio
The successful candidate will be in charge of managing the company's relationships with its customers Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors
The successful candidate will be in charge of managing the company's relationships with its customers Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors
Maintain relationship with current blue-chip Key Accounts in specific areas. • Grow new and existing customer customer base in line with company strategies. • Manage allocated area and customers, include record keeping reporting on customers & sales activities to management. • All admin related to sales function, invoicing production & technical teams Strong self - management capability and a strong team player to achieve
Maintain relationship with current blue-chip Key Accounts in specific areas. • Grow new and existing customer customer base in line with company strategies. • Manage allocated area and customers, include record keeping reporting on customers & sales activities to management. • All admin related to sales function, invoicing production & technical teams Strong self - management capability and a strong team player to achieve