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submit a sales proposal for business client that you have developed. Ensure that these clearly show the course of action you are proposing, link products
submit a sales proposal for business client that you have developed. Ensure that these clearly show the course of action you are proposing, link products offered to the client objectives and provide supporting information to help client make up their minds
Plovide documentary proof that you met with these clients and presented them with proposal Explan the following: Sweet 2 yal Dale 3 Rlei 2023 Cliett/Company name: Sweets z yau (Pty) htd. Contact Person: Maggie Uys 0615189160 Managing Director Financial Manager Accaint Holder Nome: M Llys Department: RRS Soles Support Manager Area Glent Manager SB.S Manager (PRB) Objectives: Business wants to invest R50 coo for at least a year to earn some interest. Meeting attended by: m. lys Sweet 2 you want to invest Rso ooo of their money by the bank to earn some interest. Also they have the money available and don't want to spend it. So it is best to put their maney on a investment of a year. Cption 1 Business Teim Investment the bank can offer them. Maximum nominal interest rate over 12 months 7.65% minimum opening deposito of R20 000. Access your maney after 7 days' notice. Increasing interest after 32 days, and again after b4 days. Reinvest or transfer your interest to another accaunt. Manage your accant onlin. No risk. Your originial deposit and quoted returns are 100% ga guaranteed Summative Assessment 4 The payments to third parties are allowed (based an availability of funds and notice period) Client can add money at any time electronically. I''s free, no monthly feeg and dient con set up regular transfers into your accaint with a Scheduled Transfer Nominal rate per annum: This is the annualised interest rote that you will earn daily and is capitalised monthly. This rate does not take into accaunt the companding interest effect. Annual Effective interest rate: Annualised interest rate that takes into accant the compainding interest effect for one year assuming interest is not withdrawn. Cption 2. The bank can also offer a Fixed Deposit with maximum nominal interest rates over 60 manths 9.80\%. Minimum opening deposito of Rio coo. An investment accaint with a fixed term, typically giving you a higher interest rate than investments available overnight or with notice. You can access your interest during your investment term manage your account online. It's free, there are no monthly fees. Client can choose the investment term between 7 days and bo months, or chocse your own maturity date. Client can access their interest during your investment term. Gauranteed capital. No risk. Your orignal deposit and quoted returns are 100% ga guaranteed Earn a fixed interest rate. Additional maney may be added at maturity. Get preferential rates on investme Summative Asses ment 4 if you are 55 years and older. Reinvest or tronsfer your interest to another occaint Fixed Deposit Nominal interest Rale Annual Effective Rates Nominal rates perannum: This is the annualised interest rate that you will earn daily and is copitalised manthly. Tris rote does not take into accaint the compainding interest effect. Annyal Effectives interestrote; Annualised interest rate that takes into accaunt the compounding interest effect for one year assuming inlerest is not withdrawn. Results. Client will be investing with optien 2 Fived Deposite Competitor and pricing information. Fixed Deposit is best for my client. She get more benefits and better interest rates. And the client wonts her money to be Fixed for a year so that she can't use that money. Client feedback: The client is hoppy with her choice and she understand that her money is goining to be fixed for a year. She also understand all the terms and conditions. follow lp Required Yes Due date Responsible Action Call report wirter: Angusta du Plooy. Plovide documentary proof that you met with these clients and presented them with proposal Explan the following: Sweet 2 yal Dale 3 Rlei 2023 Cliett/Company name: Sweets z yau (Pty) htd. Contact Person: Maggie Uys 0615189160 Managing Director Financial Manager Accaint Holder Nome: M Llys Department: RRS Soles Support Manager Area Glent Manager SB.S Manager (PRB) Objectives: Business wants to invest R50 coo for at least a year to earn some interest. Meeting attended by: m. lys Sweet 2 you want to invest Rso ooo of their money by the bank to earn some interest. Also they have the money available and don't want to spend it. So it is best to put their maney on a investment of a year. Cption 1 Business Teim Investment the bank can offer them. Maximum nominal interest rate over 12 months 7.65% minimum opening deposito of R20 000. Access your maney after 7 days' notice. Increasing interest after 32 days, and again after b4 days. Reinvest or transfer your interest to another accaunt. Manage your accant onlin. No risk. Your originial deposit and quoted returns are 100% ga guaranteed Summative Assessment 4 The payments to third parties are allowed (based an availability of funds and notice period) Client can add money at any time electronically. I''s free, no monthly feeg and dient con set up regular transfers into your accaint with a Scheduled Transfer Nominal rate per annum: This is the annualised interest rote that you will earn daily and is capitalised monthly. This rate does not take into accaunt the companding interest effect. Annual Effective interest rate: Annualised interest rate that takes into accant the compainding interest effect for one year assuming interest is not withdrawn. Cption 2. The bank can also offer a Fixed Deposit with maximum nominal interest rates over 60 manths 9.80\%. Minimum opening deposito of Rio coo. An investment accaint with a fixed term, typically giving you a higher interest rate than investments available overnight or with notice. You can access your interest during your investment term manage your account online. It's free, there are no monthly fees. Client can choose the investment term between 7 days and bo months, or chocse your own maturity date. Client can access their interest during your investment term. Gauranteed capital. No risk. Your orignal deposit and quoted returns are 100% ga guaranteed Earn a fixed interest rate. Additional maney may be added at maturity. Get preferential rates on investme Summative Asses ment 4 if you are 55 years and older. Reinvest or tronsfer your interest to another occaint Fixed Deposit Nominal interest Rale Annual Effective Rates Nominal rates perannum: This is the annualised interest rate that you will earn daily and is copitalised manthly. Tris rote does not take into accaint the compainding interest effect. Annyal Effectives interestrote; Annualised interest rate that takes into accaunt the compounding interest effect for one year assuming inlerest is not withdrawn. Results. Client will be investing with optien 2 Fived Deposite Competitor and pricing information. Fixed Deposit is best for my client. She get more benefits and better interest rates. And the client wonts her money to be Fixed for a year so that she can't use that money. Client feedback: The client is hoppy with her choice and she understand that her money is goining to be fixed for a year. She also understand all the terms and conditions. follow lp Required Yes Due date Responsible Action Call report wirter: Angusta du PlooyStep by Step Solution
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