relationships with clients by providing support, information and guidance. Research and recommend new opportunities reports by collecting, analysing, and summarizing information. Maintain quality service by establishing and Bring to attention any necessary trade customer information that may be of interest to the management team
calls, emails and via WhatsApp. • Gathering information from clients in order to provide them with insurance to the client and assisting them in making an informed decision regarding their insurance cover. • Perform and verbal: the capacity to clearly present information. • Building Relationships: Capacity to establish
calls, emails and via WhatsApp. • Gathering information from clients in order to provide them with insurance to the client and assisting them in making an informed decision regarding their insurance cover. • Perform and verbal: the capacity to clearly present information. • Building Relationships: Capacity to establish
progress, and forecasts. Analyse sales data to inform strategies and improve performance. Verify commission periods. Utilise market trends and historical data to inform projections. Bachelor's degree in Business, Marketing
for developing prospective customers and for information to determine their potential.
market developments, and competitor activities to inform business strategies.
and credit limit proposal Updating customer information Sales targets & KPIs Credit note investigations
and credit limit proposal Updating customer information Sales targets & KPIs Credit note investigations
market developments, and competitor activities to inform business strategies.
proposals. Maintain all templates with up-to-date information Ensure that the Company's capabilities are highlighted changed to project status and that relevant information is completed on CRMT Project. Compile weekly