own Development of new business pipeline Prepare action plans for effective search of sales leads and prospects prospects Initiate and coordinate development of action plans to penetrate new markets Create and conduct Insurers once appointed using standardized business procedures only. Obtain a “Letter of Appointment” and “Debit Introduce the Account Executive to the client appointed on their Account and ensure a smooth handover
own Development of new business pipeline Prepare action plans for effective search of sales leads and prospects prospects Initiate and coordinate development of action plans to penetrate new markets Create and conduct Insurers once appointed using standardized business procedures only. Obtain a “Letter of Appointment” and “Debit Introduce the Account Executive to the client appointed on their Account and ensure a smooth handover
prospects to secure appointments with our qualified wealth managers Confirming appointments booked Keeping Keeping track of booked and seen appointments Reaching targets for appointments booked No Experience is needed
prospects to secure appointments with our qualified wealth managers Confirming appointments booked Keeping Keeping track of booked and seen appointments Reaching targets for appointments booked No Experience is needed
the enquiry spreadsheet to ensure that follow-up action has been taken by the fee earner and recording and LPAs, managing diaries, and booking client appointments.
calls.
criminal record and credit history No Date of First Appointment (DOFA) in Financial services industry Access tenacity An enterprising approach with a bias for action Excellent networker and relationship builder An
client, a property management concern seeks to appoint a Property Administrator with experience dealing administration functions. Deal with tenant complaints and action accordingly. Develop and maintain long term relationships
client, a property management concern seeks to appoint a Property Administrator with experience dealing administration functions. Deal with tenant complaints and action accordingly. Develop and maintain long term relationships
Fund Services sector is looking for a Corporate Actions Data Management Specialist to join their team. Must have completed Degree with Corporate actions experience gained within an asset management/fund responsibilities: Processing and reporting of corporate actions and proxy voting Verifying corporate elections reconciling & confirming the accuracy of corporate actions processing as well as proxy voting Support clients