Life, Personal Lines and Investments requires a Graduate to develop a career as a Broker Consultant to Advisors · Dealing with queries and providing information on a range of sales and service issues · Liaising
Requirements:
ant BTech or B Sc degree
Life, Personal Lines and Investments requires a Graduate to develop a career as a Broker Consultant to Advisors · Dealing with queries and providing information on a range of sales and service issues · Liaising
team to enhance client experience is essential. BCom or Agri Economics qualifications are preferred. internal client strategy roadmap and client management system that is scalable Client Engagement And Management: management is comfortable and confident on the system by providing the necessary training and support internal CRM dashboard to ensure up to date information is available for the broader business (currently regular visits, open communication channels and daily system support This role involves regular travel to clients
team to enhance client experience is essential. BCom or Agri Economics qualifications are preferred. internal client strategy roadmap and client management system that is scalable Client Engagement And Management: management is comfortable and confident on the system by providing the necessary training and support internal CRM dashboard to ensure up to date information is available for the broader business (currently regular visits, open communication channels and daily system support This role involves regular travel to clients
of Informal and Supplier Payments - Western Cape Role Purpose The purpose of the Head of Informal and current trends are of utmost importance. The Head of Informal and Supplier Payments should provide regular feedback functional partnerships. The role of the Head of Informal and Supplier Payments is multifaced, requiring performance of the business unit. • Implement a CRM system to track and manage leads, opportunities and customer on ground level. • Establish a query management system to deal with queries from suppliers timely and
quarterly / annual new business targets Use the CRM systems to track leads / interactions / progress / sales monthly visits to existing clients Keep customer informed of new products and services Collaborate with Computer literate Advanced MS Excel (advantageous) BCom: Degree (advantageous) 3 years' experience in external
quarterly / annual new business targets Use the CRM systems to track leads / interactions / progress / sales monthly visits to existing clients Keep customer informed of new products and services Collaborate with Computer literate Advanced MS Excel (advantageous) BCom: Degree (advantageous) 3 years' experience in external
increase market share and achieve revenue goals. Stay informed about market trends, competitor activities, and Business, Marketing or related field (preferred) Post-graduate qualification (advantageous) 2 – 5 years' relevant