Operations Systems and Technology: 1.1. DataGrows CRM is maintained with accuracy. 1.2. Implement the latest
credit card, VIC recon Support staff on leave ERP and CRM Enhancements Provide input to ensure correctness
Preparation of insure review appointments Maintaining CRM systems BCom (Finance / Business Finance / Investments
clients. Capture and update client information on CRM system Qualification: Matric or equivalent. Industry
clients. Capture and update client information on CRM system Qualification: Matric or equivalent. Industry
Unit. Maintain Customer Relationship Management (CRM) with all existing investees. Personal Attribute
Microsoft Word. Experience with CURA, SharePoint and CRM would be advantageous. Regulatory Advisory: Research
Microsoft Word. Experience with CURA, SharePoint and CRM would be advantageous. Regulatory Advisory: Research
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
experience would be advantageous. Sound knowledge of CRM system At least 6 years' experience working at a