responsible for supporting the sales process, managing customer inquiries, and driving sales efforts follow ups and cold calling. Customer Engagement: Manage inbound inquiries from customers, providing detailed following up with clients to ensure satisfaction. CRM Management: Maintain accurate records of all customer interactions identify areas for improvement. Client Relationship Management: Develop and maintain strong relationships with
responsible for supporting the sales process, managing customer inquiries, and driving sales efforts follow ups and cold calling. Customer Engagement: Manage inbound inquiries from customers, providing detailed following up with clients to ensure satisfaction. CRM Management: Maintain accurate records of all customer interactions identify areas for improvement. Client Relationship Management: Develop and maintain strong relationships with
Collaborate with other departments, such as legal, risk management, and operations, to ensure alignment of compliance network with industry professionals. Compliance: Manage FAIS Rep register (additions, removals and changes) Supervise reps where necessary. Rep CPD points Manage the compliance audit process Prepare and present Looks Like: FAIS Compliant No defect in risk management (RI treaty breaches) Retention of client base Class of Business for Short- & Long-Term Management and Supervision experience (in this case a reference
Collaborate with other departments, such as legal, risk management, and operations, to ensure alignment of compliance network with industry professionals. Compliance: Manage FAIS Rep register (additions, removals and changes) Supervise reps where necessary. Rep CPD points Manage the compliance audit process Prepare and present Looks Like: FAIS Compliant No defect in risk management (RI treaty breaches) Retention of client base Class of Business for Short- & Long-Term Management and Supervision experience (in this case a reference