monthly, and quarterly basis to enable
senior management to be updated on the progress of the events (e
monthly, and quarterly basis to enable senior management to be updated on the progress of the events (e
Report customer compliments and complaints to management. Attend to all customer stock queries and ensure
technology platforms like customer relationship management (CRM) software, virtual tours, and social media
schedules to engage potential customers. Keep management informed by submitting detailed activity and
schedules to engage potential customers. Keep management informed by submitting detailed activity and
Client Documentation & Client Liaison Leads Management New Membership Quality Control FAIS Compliance
Organising - Uses a structured approach to effectively manage tasks. Relating & Networking Preference will Organising - Uses a structured approach to effectively manage tasks. Relating & Networking Preference will
Organising - Uses a structured approach to effectively manage tasks. Relating & Networking Preference will Organising - Uses a structured approach to effectively manage tasks. Relating & Networking Preference will
Stay organized: Develop efficient systems for managing leads, customer data, and communication channels