is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on broker/s in achieving and exceeding sales targets; Contacting clients for beneficiary changes / Wills /arrear business and ensure that details on system are up to date and correct; Contacting clients for counter-offer customer calls and correspondence. Update customer details and communication on customer debtor system (CDS)
is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on broker/s in achieving and exceeding sales targets; Contacting clients for beneficiary changes / Wills /arrear business and ensure that details on system are up to date and correct; Contacting clients for counter-offer customer calls and correspondence. Update customer details and communication on customer debtor system (CDS)
GENERAL ADMIN Checking and updating of client contact details at all times. Creating and following up of appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
GENERAL ADMIN Checking and updating of client contact details at all times. Creating and following up of appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
customer calls and correspondence. Update customer details and communication on customer debtor system (CDS)
customer calls and correspondence. Update customer details and communication on customer debtor system (CDS)