Generation Client Relationship Management Market Research and Analysis Product Knowledge - latest technological
Who we are: We are a company operating within the financial services industry and have revolutionised the way wills and estates planning is done. What we do: We are a culture of true entrepreneurship, constantly tweaking and innovating to ensure we remain South Africa's 1 Wills and Estates specialis
Management: Manage timely data collection and update operations metrics to achieve productivity targets,
performance management Risk cohort segmentation and allocation of resources Sales: Productivity analysis