•Conducts client visitations when required. •Obtains information concerning prospects. •Enters new customer data
•Conducts client visitations when required. •Obtains information concerning prospects. •Enters new customer data
client’s requests. Accurate presentation of information and reports at periodic intervals as called for
client’s requests. Accurate presentation of information and reports at periodic intervals as called for
client’s requests. Accurate presentation of information and reports at periodic intervals as called for
all staff members with courtesy and provide information and assistance when requested. Be open to completing
of existing business Evaluating of financial information Provide on demand financial advice to customers
satisfaction. Report back to management all relevant information (electronic report, written and verbal).
Positively contribute to customer administration systems. Adhere to all Company policies, procedures and
client relationship management (CRM) software/systems Networking and building of pipelines in accordance