Generate instructions (multi, single or CSV) to Data Capturers from Request for Instructions (RFI's) received
Generate instructions (multi, single or CSV) to Data Capturers from Request for Instructions (RFI's) received
duties, relating to recording, reconciliation of data capturing.
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Schedules are up to date and accurate.
Data capture of client demographic data on client relationship
management system XPlan.
Client financial data capture (ASTUTE, PPs and manual).
Data integration
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping