Administration of Capitec Product Support Inbox Monitor the inbox for the Capitec In-Branch Consultant and resolve all queries Administration of GEPF; Capitec & CC Voice mail Allocation of leads received & resolve all queries Capitec Declined Leads Administration Assess Capitec Branch Declines Contact clients who qualify Allocate interested leads to Capitec consultants Pre-Registration Duties Administration Administrators & Graduate employees Capturing of Application Capturing of applications to support sales
line support to clients and sales support and capture group new business policies. Requirements: ● Matric Year Client Services ● 1 years’ experience in data capturing ● 1 Years’ experience in: Category A, B, C
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
selling Short Term Insurance, Life products and/or Banking Products
selling Short Term Insurance, Life products and/or Banking Products
the registration report and other software. Capturing data in respect of appointments, applications and to convert applications into registrations. Capturing data in respect of student leads, appointments, (Student ID, latest results, application form, POP). Capturing and reporting of all appointments into STASY and Processing of applications ensuring accurate capturing of all student information. Request application
the registration report and other software. Capturing data in respect of appointments, applications and to convert applications into registrations. Capturing data in respect of student leads, appointments, (Student ID, latest results, application form, POP). Capturing and reporting of all appointments into STASY and Processing of applications ensuring accurate capturing of all student information. Request application
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 selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
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 selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered