procurement targets for product renewals, SAPS orders, and BDM billing. • Ensure that timely updates are provided size of the deal, before it is then allocated to a BDM to conclude. Tender preparation and submission •
to IFAs, establishment of meetings, reporting of BDM activities, IFA training, support on case management
XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning Partner. Upload scanned copies
XPlan and Integrated Wealth Planning for handover to BDM or Financial Planning Partner. Upload scanned copies