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
leads from existing client base with view to capturing full Discovery product suit which will include
leads from existing client base with view to capturing full Discovery product suit which will include
generator Generating new sales leads Cold calling data bases Book meetings for external sales reps Min
generator Generating new sales leads Cold calling data bases Book meetings for external sales reps Min
team and the business. Ensure sales metrics are captured and tracked per category to create trends and
team and the business. Ensure sales metrics are captured and tracked per category to create trends and