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 appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
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 appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
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 is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on
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 is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on
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
efficiencies for the Pillar. Work closely with the Data Analyst to ensure that accurate, relevant and timely business operations Proficient in using Microsoft Office and other business software. Ability to prioritise Location : National Reporting To : Chief Operating Officer CTC – R40K Annual Profit Share. Manco Team Member
tenant representation services to occupiers in the office and industrial sector. Business development and management systems, client relationship management, data analytics and financial reporting. Market Research
tenant representation services to occupiers in the office and industrial sector. Business development and management systems, client relationship management, data analytics and financial reporting. Market Research
generator Generating new sales leads Cold calling data bases Book meetings for external sales reps Min