preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking business and servicing pipeline and following up on new business and outstanding servicing requirements Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be
preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking business and servicing pipeline and following up on new business and outstanding servicing requirements Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be
to achieve maximum sales profitability, meet customer needs and develop and expand sales opportunities existing and prospective customers through a relationship-based approach. Call on customers as per the agreed Makes telephone calls to existing and prospective customers to achieve sales volumes. Manage in-store support prospective customers and for information to determine their potential. Creates and manages a customer value value plan for existing customers highlighting profile, share and value opportunities. Identifies advantages
to achieve maximum sales profitability, meet customer needs and develop and expand sales opportunities existing and prospective customers through a relationship-based approach. Call on customers as per the agreed Makes telephone calls to existing and prospective customers to achieve sales volumes. Manage in-store support prospective customers and for information to determine their potential. Creates and manages a customer value value plan for existing customers highlighting profile, share and value opportunities. Identifies advantages
to achieve maximum sales profitability, meet customer needs and develop and expand sales opportunities existing and prospective customers through a relationship-based approach. Call on customers as per the agreed Makes telephone calls to existing and prospective customers to achieve sales volumes. Manage in-store support prospective customers and for information to determine their potential. Creates and manages a customer value value plan for existing customers highlighting profile, share and value opportunities. Identifies advantages
to achieve maximum sales profitability, meet customer needs and develop and expand sales opportunities existing and prospective customers through a relationship-based approach. Call on customers as per the agreed Makes telephone calls to existing and prospective customers to achieve sales volumes. Manage in-store support prospective customers and for information to determine their potential. Creates and manages a customer value value plan for existing customers highlighting profile, share and value opportunities. Identifies advantages
to achieve maximum sales profitability, meet customer needs and develop and expand sales opportunities existing and prospective customers through a relationship-based approach. Call on customers as per the agreed Makes telephone calls to existing and prospective customers to achieve sales volumes. Manage in-store support prospective customers and for information to determine their potential. Creates and manages a customer value value plan for existing customers highlighting profile, share and value opportunities. Identifies advantages
to achieve maximum sales profitability, meet customer needs and develop and expand sales opportunities existing and prospective customers through a relationship-based approach. Call on customers as per the agreed Makes telephone calls to existing and prospective customers to achieve sales volumes. Manage in-store support prospective customers and for information to determine their potential. Creates and manages a customer value value plan for existing customers highlighting profile, share and value opportunities. Identifies advantages
managing their online diary (with support from the admin team) • Must be computer literate - Software used: requires strong inter-personal, organisational, admin and multi-tasking skills. • Must be fluent in English
managing their online diary (with support from the admin team) • Must be computer literate - Software used: requires strong inter-personal, organisational, admin and multi-tasking skills. • Must be fluent in English