Sentences with phrase «monthly evaluation scheme»
Not exact matches
Although it is likely that only a few advisers will take the initiative to work with you on a structured evaluation scheme such as the monthly progress monitor, most advisers should at least be willing to cooperate with you on such a project — especially if you have filled out the forms on your own so that the evaluation takes only a limited amount of your adviser's time.
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• Provide full range of financial services to clients based on evaluation of their financial needs • Devise and implement strategies to enhance loan selling • Fulfill daily, weekly and monthly sale targets and referral goals • Maintain highest standards of customer services, personal banking and SAFE mortgage Licensing requirements • Identify cross-sell opportunities and use the same proactively • Determine customer's financial needs and offer them with appropriate schemes and packages