profile and through effective broker relationship management to grow a pipeline of new business opportunities satisfaction and service delivery Knowledge management - Ensure that adequate knowledge regarding specialisation projects, when required - Conform to project management disciplines when participating in projects - related to area of specialisation Stakeholder Management - Service brokers and maintain relationships Objectives Position Specific Outputs - Drive and manage achievement of allocated sales targets - Identify
profile and through effective broker relationship management to grow a pipeline of new business opportunities satisfaction and service delivery Knowledge management - Ensure that adequate knowledge regarding specialisation projects, when required - Conform to project management disciplines when participating in projects - related to area of specialisation Stakeholder Management - Service brokers and maintain relationships Objectives Position Specific Outputs - Drive and manage achievement of allocated sales targets - Identify
customer base in line with company strategies. • Manage allocated area and customers, include record keeping reporting on customers & sales activities to management. • All admin related to sales function, invoicing production & technical teams Strong self - management capability and a strong team player to achieve
customer base in line with company strategies. • Manage allocated area and customers, include record keeping reporting on customers & sales activities to management. • All admin related to sales function, invoicing production & technical teams Strong self - management capability and a strong team player to achieve
Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
communicates sales data through periodic reports to Sales Manager. Thorough knowledge of Pipedrive (this will be (internal/external). Capacity to lead and problem solve. Managing and overseeing Technician Team. Matric. Valid
communicates sales data through periodic reports to Sales Manager. Thorough knowledge of Pipedrive (this will be (internal/external). Capacity to lead and problem solve. Managing and overseeing Technician Team. Matric. Valid
documentation for order confirmations. Pipeline management and sales forecasting. Achieve daily, weekly meaningful market intelligence and customer insight to Management. Continuously and actively pursue market share objectives and goals Willing to travel frequently and to manage work during but also outside of ordinary working working hours Excellent organisational and time management skills Proficient in Microsoft Office Suite (Word
documentation for order confirmations. Pipeline management and sales forecasting. Achieve daily, weekly meaningful market intelligence and customer insight to Management. Continuously and actively pursue market share objectives and goals Willing to travel frequently and to manage work during but also outside of ordinary working working hours Excellent organisational and time management skills Proficient in Microsoft Office Suite (Word