Adhere to the Training and Competency requirements set out in the T&C Plan. The activities include conducting coaching sessions, joint field work and meetings for their Wealth Manager.
Provide timely support to customers through available communication channels (inbound phone calls and email).
Process payments and confidential client information in a manner that is precise and safeguards the customer’s personal and financial payment data at all times.
Proactively support customers to mitigate the risk of damage to the client’s brand and customer loyalty.
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Issuing quotations and preparing bids to secure sales with customers
Handle and follow up with all sales queries from customers and sales leads
Oversee all new business throughout the sales cycle including on-boarding, implementation, coordination, after-action reviews and profit variance analysis.
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