through creating customer confidence, capturing customer data, and building brand loyalty. Maintain up
through education and query management.
existing membership: Ensure new members details are captured correctly Ensure member are invoiced correctly renewals Add/Improve on membership info currently captured Maintain all membership records Transfer membership
existing membership: Ensure new members details are captured correctly Ensure member are invoiced correctly renewals Add/Improve on membership info currently captured Maintain all membership records Transfer membership
Description
Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients
Capturing, processing and following up on applications
Ensuring
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
excellence on sales administration. Accurate data capture on Partner and end user required information Possess strong problem-solving skills. Accurately captures Partner information. Willing to be flexible. Ability
conduct 10 business meetings per week.
Qualifications
metrics and consistently achieving minimum metrics. Capturing and recording sales call details 100% in the CRM