Provide high quality sales support to a team of PWRMs mainly focused on getting appointment for PWRMs and supporting PWRMs in servicing their clients
Reduce the time spent on process and administrative tasks by PWRM to increase PWRM’s capacity
Support PWRMs to manage client contact and service, including, in the absence of PWRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
Provide sales support to PWRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
Handle client’s enquiries and complaints relating to the PWRM’s portfolio in a positive, timely, and appropriate manner.