and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following preferably Xplan CRM package Must be able to work from home – VIRTUAL - Must have ability to meet deadlines
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following preferably Xplan CRM package Must be able to work from home – VIRTUAL - Must have ability to meet deadlines
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
leads from existing client base with view to capturing full Discovery product suit which will include
leads from existing client base with view to capturing full Discovery product suit which will include
timeliness targets • Maintain metrics and analyze data to assess performance and implement improvements
timeliness targets • Maintain metrics and analyze data to assess performance and implement improvements