Crm Jobs in Ethekwini
- Umhlanga Rocks (10)
- Hillcrest (4)
- Durban (3)
- eThekwini (1)
Accounting / Finance
- Yates Recruitment (4)
- Headhunters (2)
- Isisekelo Recruitment (2)
- Pronel Personnel (2)
- Sd Recruitment Ltd (2)
- Amasiko Group (1)
- Catch Recruit (1)
- Last 7 days (6)
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
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HeadhuntersHillcrest
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 company tools and CRM's. Financial Planning preparation & Client Reviews
Paraplanner Hillcrest
HeadhuntersHillcrest
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 company tools and CRM's. Financial Planning preparation & Client Reviews
Paraplanner
Hillcrest
Monthly for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness
Client Relationship Officer
Umhlanga Rocks
Client Relationship Officer Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
guidelines Full and proper use of the company's CRM package Making and confirming of appointments for
Financial Planning Partner Assistant
Hillcrest
Monthly
from CommPay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned
initiated and maintained via XPlan (companys internal CRM) tasks.IT and Systems
Client Relationship Specialist
Umhlanga Rocks
guidelines
Investment Associate Durban
Sd Recruitment LtdDurban
the company in conjunction with the POIU. Maintain CRM (Customer relationship management) with all existing
Investment Associate
Sd Recruitment LtdDurban
the company in conjunction with the POIU. Maintain CRM (Customer relationship management) with all existing
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