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- ...the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). Provide sound personal financial planning advice. Apply financial knowledge in putting...
- ...and maintaining top-tier safety standards. What you'll be doing: Distribution & Planning: Collaborate with the Route Planner to create the most cost-effective delivery routes. Track how well we're doing and refine for maximum efficiency. Communicate with...
- ...interest of all parties. Escalate accordingly if not resolved. Conduct Principal Trade Visits as required and according to monthly planners. Financial Management: Control regional sales OPEX budgets in terms of volumes. Drive achievement of both sales and...
- ...Develop and implement plans to drive HCP recommendation to grow and achieve sales targets. Recording of weekly and monthly planners using the CRM system. Measure and achieve call coverage and frequency. Ensure a clear understanding of all SOPs and company policies...
- ...documents within required deadline. Compiling Reports and taking minutes. Must take full responsibility in the absence of the Planner. Any other tasks as may be required by line manager. Skills Required Logical thinking. Data-capturing skills. Communication...
- ...congresses to stay informed of industry developments. Administration & Reporting Submit timely daily call reports, weekly planners, and monthly and annual sales analyses. Manage expense claims in accordance with company policies. Ensure all activities...
- ...application /dosages by means of regular trainings and one-on-one detailing General admin: Consolidating monthly expenses weekly call planner and feedback on infield activities to Regional sales Manager Travel to defined geographies to promote products Organizing...
- ...brand representation. Minimum Requirements Education: A relevant bachelor’s degree is essential Certified Finance Planner would be advantageous Meet the fit & proper requirements of FAIS Experience: ~ At least 10 years Sales Management experience...