information and ensure timely submission for data capture. Meet sales growth and market share objectives
transformation and provide group-wide digital and data architecture. We operate the various technology processes Facilitate Risk Acceptance process – capture, quality assurance and approval process Facilitating
requirements are met;
weekly basis and submit to the Head Of Finance
Capture ad-hoc and HR invoices to supplier accounts on
literate (MS Office Word and Excel)
Effective data capturing skills
Excellent telephone etiquette
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
report detailing personal activities and forecast Data capture of sales activities/calls and updating the CRM