creating more efficient ways to capture data information (capturing sheets, etc.).
pertinent information which may be required from time to time
abilities
required by the industry Keep up to date and fully informed on product comparisons with opposition products
required by the industry Keep up to date and fully informed on product comparisons with opposition products
Accounting / Financial Accounting / Finacial Informations Systems or a Degree in a similar fields Articles
quickly. Possessing excellent product knowledge to inform and increase sales. Following up on orders to prevent
quickly. Possessing excellent product knowledge to inform and increase sales. Following up on orders to prevent
etc.
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning