RESPONSIBILITIES Financial Needs Analysis on various products / funds to determine risk calculations of shortfalls Attending Industry Related workshops, Seminars and Product Training Upload Client Financial Information onto Financial Products and there offering Quoting of Financial products with the different Product Providers a Team Good written and communications Skills Productive and Efficient Able to work independently Monthly
RESPONSIBILITIES Financial Needs Analysis on various products / funds to determine risk calculations of shortfalls Attending Industry Related workshops, Seminars and Product Training Upload Client Financial Information onto Financial Products and there offering Quoting of Financial products with the different Product Providers a Team Good written and communications Skills Productive and Efficient Able to work independently Monthly
on-board new clients by selling a diverse range of products including complex software solutions with long services with the customer Identify other business products that the business needs to on-board in order to requirements of customers Stay abreast with the latest product offerings and continuously participate in L&D
on-board new clients by selling a diverse range of products including complex software solutions with long services with the customer Identify other business products that the business needs to on-board in order to requirements of customers Stay abreast with the latest product offerings and continuously participate in L&D
Review, update and maintain the approved finance structure. Ensure that all direct reports complete an annual
Review, update and maintain the approved finance structure. Ensure that all direct reports complete an annual
forwarding department to ensure efficiency, productivity, and profitability. § Ensure efficient management
forwarding department to ensure efficiency, productivity, and profitability. § Ensure efficient management