As a counter salesman, you'll play a crucial role in our operations, assisting customers with their
processing and following up on applications (also checking that applications are completed correctly), servicing accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, act Finding , checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
processing and following up on applications (also checking that applications are completed correctly), servicing accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, act Finding , checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
from regulatory consultations and development of counter proposals, support on other generic technology
Requirements: Previous experience in customer counter sales is essential. Background in mining, plant
via email and over the phone and assist over the counter sales for walk in customers Dealing with international
via email and over the phone and assist over the counter sales for walk in customers Dealing with international
Requirements: Previous experience in customer counter sales is essential. Background in mining, plant
from regulatory consultations and development of counter proposals, support on other generic technology
Equivalent
Must have at least 2 years of Counter Sales/Internal Sales and Customer Service experience