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
sales. Handle customer complaints and queries. Capture sales enquiries / orders and monitor the info.
sales. Handle customer complaints and queries. Capture sales enquiries / orders and monitor the info.
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
Excel
Ensuring that all orders received are correctly captured. Liaising with the sales team as well as senior
customers telephonically/ e mail.
- Receive and capture orders/ quotes etc.
- Manage back orders daily
procedures are adhered to o Ensure all interactions are captured on the relevant systems in the approved manner