services support to the Financial Planner and is the liaison person between the Financial Practice and the regional (including all transactions, queries, reporting etc.). Liaison between Financial Planner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full
services support to the Financial Planner and is the liaison person between the Financial Practice and the regional (including all transactions, queries, reporting etc.). Liaison between Financial Planner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment Maintain and develop
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment Maintain and develop
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment Maintain and develop
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment Maintain and develop
schedule appointment with the customer for job to be done; Create job card as per scheduled appointment If quarterly services with SLA customers and confirm appointments with the Technical Team Rectify Field Service
schedule appointment with the customer for job to be done; Create job card as per scheduled appointment If quarterly services with SLA customers and confirm appointments with the Technical Team Rectify Field Service
created, agreed and implemented for key roles. Close liaison with the HR manager to ensure smooth contractor on LTIFR and TRIR. Excellent Engineering team liaison towards minimal technical queries Regular Schedule
methods to improve customer services Effective liaison and communication with internal and external customers