Crm Jobs in Durban
Paraplanner Durban
Catch Recruit
Durban
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews
share this job on whatsappStudent Advisor (sales) - La Lucia
Catch RecruitWestville
call reports and interview booking trackers and the CRM system. Ensure interview forms are completed correctly
Advisor Sales Westville
Catch RecruitWestville
call reports and interview booking trackers and the CRM system. Ensure interview forms are completed correctly
Partner Assistant
Catch RecruitDurban North
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation of client portfolio's
Assistant Durban North
Catch RecruitDurban North
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems Preparation of client portfolio's
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