Meetings with Clients, presale discussion with Clients
Set up of customers through email, communications with clients in relation to the set up requests
Receipt and review of client documents, creating the Client file and proper archiving of client files
Preparation of Client’s economic profile
Maintaining, inputting and updating of Client files and the clients database
Preparation and distribution of reports for clients (monthly and upon request), responding to clients’ queries
Providing information that counterparts...