soon as possible, on a Temporary basis. Duties: Sales procedure: 1. Receive order (get PO number if customer payments to the relevant account Answer sales queries Plan delivery schedule for the following emails with quotations Balance physical cash with sales Enter cash out (expenses and purchases) Weekly procedures: procedures: Balance stock Invoice necessary cash/yoco sales Machine maintenance check if anything needs to be Excellent Communication and reporting skills Duties: Sales procedure: 1. Receive order (get PO number if
Responsible for client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” Manager are aligned and compliant to mandate). NAV (internal software), IT, Systems and KPIs All client records planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation Financial the company. 4-5 years in the financial services industry. Relevant tertiary education or courses. See Description
Independence Reliability Determination Previous sales track record advantageous Benefits: Career development
Independence Reliability Determination Previous sales track record advantageous Benefits: Career development