screen and forward incoming calls
screen and forward incoming calls promptly; Set up boardroom meetings; Manage and organise the driver; Manage
screen and forward incoming calls promptly; Set up boardroom meetings; Manage and organise the driver; Manage
and condition fee structure on corporate and boardroom level. Advise and/or make recommendations to clients
Answer, screen and forward incoming calls Set up boardroom meetings Manage and organize the driver Excel
Answer, screen and forward incoming calls Set up boardroom meetings Manage and organize the driver Excel
documents
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
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