checking the Client Consolidated Reports (CCR) from NAV. Maintain an accurate diary system. (Xplan and Outlook desk etc. • NAV and KPIs Full awareness and understanding of information available on NAV to support the Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Planning Partner on all data and practice attributes on NAV. • Marketing Support Assist with the organization
checking the Client Consolidated Reports (CCR) from NAV. Maintain an accurate diary system. (Xplan and Outlook desk etc. • NAV and KPIs Full awareness and understanding of information available on NAV to support the Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Planning Partner on all data and practice attributes on NAV. • Marketing Support Assist with the organization