leads from existing client base with view to capturing full Discovery product suit which will include Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details
leads from existing client base with view to capturing full Discovery product suit which will include Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details
Assessments Excellent sales and negotiating skills Good admin and computer skills GENERAL Valid driver's licence
Assessments Excellent sales and negotiating skills Good admin and computer skills GENERAL Valid driver's licence
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following
duties as assigned on an ad-hoc basis • Manage Admin duties daily such as the below, but not limited
duties as assigned on an ad-hoc basis • Manage Admin duties daily such as the below, but not limited