Responsible for client data recording on the company's internal CRM software applications (XPlan, etc that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and
Responsible for client data recording on the company's internal CRM software applications (XPlan, etc that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of Responsible for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of Responsible for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness
tracking company seeks an experienced Sales & Key Accounts Consultant Utilise the company's “quote dealerships, Vehicle leasing branches, in line with company objectives. Able to conduct satisfactory product Director level. Successfully learn and teach the company's sales features and benefits and services offered customer base to the company's satisfaction. Become familiar with the companies and products classed against the company's products. Compile required reports in accordance with departmental company requirements
tracking company seeks an experienced Sales & Key Accounts Consultant Utilise the company's “quote dealerships, Vehicle leasing branches, in line with company objectives. Able to conduct satisfactory product Director level. Successfully learn and teach the company's sales features and benefits and services offered customer base to the company's satisfaction. Become familiar with the companies and products classed against the company's products. Compile required reports in accordance with departmental company requirements
listening skills and respect for keeping information private. Successful negotiator and influencer. Analyse
accessories to achieve sales targets Maintain company vehicle in good condition Maintain Log book for (Code 08/EB) and PDP Minimum experience in driving company vehicle of at least 2 years Ability to work independently the Company benefits, as per standard, as well as Commission as per the Company Policy. Company vehicle
and acquisition tactical plan and process across Company to appoint top talent and execute the end-to-end local talent sourcing pipelines aligned to the Company Talent Management and Employment Equity plans Assess ensure compliance is adhered to, to minimize the company's exposure to adverse outcome of complaints, litigation the Company Talent Plans to assess internal versus external talent needs Anticipating Companies future selection service to ensure Time to Fill is within company norms Fulfil multiple roles that ensure consistent
and acquisition tactical plan and process across Company to appoint top talent and execute the end-to-end local talent sourcing pipelines aligned to the Company Talent Management and Employment Equity plans Assess ensure compliance is adhered to, to minimize the company's exposure to adverse outcome of complaints, litigation the Company Talent Plans to assess internal versus external talent needs Anticipating Companies future selection service to ensure Time to Fill is within company norms Fulfil multiple roles that ensure consistent