supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for takes responsibility for preparing of client data, data integration, financial plan preparation, assisting sets only. Categories: Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc parties – joint planning). Responsible for complete data integration from the Company's CRM to various “company
stakeholders. Ensure that all minutes are accurately captured and timeously finalised in line with service levels
stakeholders. Ensure that all minutes are accurately captured and timeously finalised in line with service levels
Booking app to identify new clients and prospects. Capture weekly KPI figures in in order for the Sales Team
and offering them products, we have an exsiting data so no cold calling. Making calls Handling objections
to date at all times Ensure knowledge of clinical data is up to date at all times - incorporate publications
to date at all times Ensure knowledge of clinical data is up to date at all times - incorporate publications
Single Boosters, Power Adapters, Telemetry Systems, Data Radio, Industrial Ethernet switches or other Products
business intelligence reports and dashboards. Manage data validation, requirements gathering, and BI implementation
skins. The role also involves integrating backend data with razor views for a seamless user experience