chnical sales lead development
transitional activity on existing funds
providers. Answering Switchboard & transferring calls – not a busy switchboard. General communication
providers. Answering Switchboard & transferring calls – not a busy switchboard. General communication
include: Action JIRA's and monitor CA Unicentre calls. Analyse and action remediation plans for SOD violations
customer information in the database Keep records of calls and sales and note useful information Customer Service
communications, including both incoming and outgoing calls. Take messages and relay them promptly to the Financial
of routine fund operations, including investor calls (drawdowns) and distributions
reporting structures for staff (visit schedules, call reports, monthly sales reports
Motivate staff
monitoring and management