and payments Create invoices for and send to customers Guarantee the accuracy of invoices with reference
policy goals • Develops internal and external customer relationships, which inspire confidence in the
insurance, investments and retirement products) Customize financial plans according to clients changing
Manage relationships with internal/external customers and staff. Identify opportunities for improvements
proper Stakeholder management Ensure Internal customer satisfaction is achieved by effective management
proper Stakeholder management Ensure Internal customer satisfaction is achieved by effective management
proper Stakeholder management Ensure Internal customer satisfaction is achieved by effective management
insurance, investments and retirement products) Customize financial plans according to clients changing
proper Stakeholder management Ensure Internal customer satisfaction is achieved by effective management
PowerPoint preferable Collaboration (Relating) Customer First Execution Innovation (Perspective) Leading