client servicing requests Prepare meeting packs Capture policy and balance sheet preparation Request and practices Good understanding of managing client data Good understanding of FAIS, FICA and general Compliance
client servicing requests Prepare meeting packs Capture policy and balance sheet preparation Request and practices Good understanding of managing client data Good understanding of FAIS, FICA and general Compliance
“The Right Job for Everyone.” Equipped with data insights into recruitment and employment trends in the The SME Sales Manager has a client centric and data- driven approach. They understand the importance that the CRM system is up to date and data is correctly captured To reach own targets set and meeting
“The Right Job for Everyone.” Equipped with data insights into recruitment and employment trends in the The SME Sales Manager has a client centric and data- driven approach. They understand the importance that the CRM system is up to date and data is correctly captured To reach own targets set and meeting
telephonically who are placing orders Quotations Invoicing Capturing of stock onto the internal system Ensuring stock
telephonically who are placing orders Quotations Invoicing Capturing of stock onto the internal system Ensuring stock
monthly Base sales; Ensuring that all policies are captured on a daily basis by close of business; and, Following
monthly Base sales; Ensuring that all policies are captured on a daily basis by close of business; and, Following
monthly targets. Ensure that records are accurately captured and updated. Maintain image of professionalism
request referrals Applications Capture and File Construction: Complete and capture applications accurately, Covered Property, Finance, Consultant, Sales, Banking