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Nathlie Schutter is listed as Office manager and personal assistant at Summiry Consulting Services at Summiry Consulting Services, based in South Africa. AeroLeads shows a matched LinkedIn profile for Nathlie Schutter.
Nathlie Schutter previously worked as Office manager and personal assistant at Summiry Consulting Services and Sales Consultant at Old Mutual Broker Distribution. Nathlie Schutter holds Certificate In Business Analysis, Business Analysis, Passed With Merti from Faculty Training Institute.
Nathlie Schutter is a Office manager and personal assistant at Summiry Consulting Services at Summiry Consulting Services.
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Greenpoint
Managing the diary of the Financial Adviser Responsible for compliance Acquiring, managing and storing of client documentation Quoting on financial or insurance products Recruiting of new clients Recruiting of new Financial Adviser / Agents Event Co-ordinating General PA and Secretarial Duties
Mowbray
Responsible for a monthly sales budget for new business Draw quotations Draw competitive quotations Pursue opportunities for new business with new and existing financial planners Grow and maintain relationships with prospective and existing financial planners Increase sales for the business as per given target Generate new ideas for campaigns and new leads Market all Old Mutual single premium investment and risk products:1. Fairbairn Capital and Investment Frontiers (FC)2. Max Investments3. Max Income4. Old Mutual International (OMI)5. Greenlight Identify financial planners needs and tailor offerings to those needs Source all information with reference to brokerages and financial planners Record keeping of such information on Old Mutual BDCRM and BMS
Pinelands, Cape Town
New business and existing business administrationValidating, coding and authorising all Investment Frontiers new business products, e.g. Retirement Income Portfolio Retirement Capital Portfolio Capital Portfolio Income Portfolio Capital Preservation Portfolio – Pension and Provident Dual Investment Portfolio
The role of the Business Analyst Enterprise Analysis Requirements Elicitation and Management Requirements Definition and Scoping .
Computing Concepts End User Computing Processing and Logic Concepts Software Engineering Program Design Relational Database.
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Nathlie Schutter works for Summiry Consulting Services.
Nathlie Schutter is listed as Office manager and personal assistant at Summiry Consulting Services at Summiry Consulting Services.
Nathlie Schutter is based in South Africa while working with Summiry Consulting Services.
Nathlie Schutter has worked for Summiry Consulting Services, Old Mutual Broker Distribution, and Old Mutual, Fairbairn Capital.
You can use AeroLeads to view verified contact signals for Nathlie Schutter at Summiry Consulting Services, including work email, phone, and LinkedIn data when available.
Nathlie Schutter holds Certificate In Business Analysis, Business Analysis, Passed With Merti from Faculty Training Institute.
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