Chinedu is no longer just a “Form-Picker”

Chinedu is no longer just a “Form-Picker”

Teaching Notes

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Chinedu is the Head of Relationship Management at Marula Pensions and his greatest challenge has been in getting his team members to engage clients better regarding the Multi-Fund Structure and also to find new clients especially in the informal sector. He knows that the key to overcoming these challenge lies in building their capacity in Financial Planning and Investing - taking them from being just “form-pickers” to “investment sales professionals”

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