point of contact for all commissions processing / income processing, distributed to the Financial Planning central e-mail accounts Receive, validate and process Investec CCM withdrawals for clients daily Assist new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration commission / fee deposits received Receive and process individual product provider commission statements to the daily bank deposits received Create and process manual commission payments (i.e. referral business
point of contact for all commissions processing / income processing, distributed to the Financial Planning central e-mail accounts Receive, validate and process Investec CCM withdrawals for clients daily Assist new Investec CCM accounts in line with business processes daily Commission Management (75%) Collaboration commission / fee deposits received Receive and process individual product provider commission statements to the daily bank deposits received Create and process manual commission payments (i.e. referral business
metrics and provide feedback for continuous improvement. Develop a deep understanding of our product
of marketing efforts and identify areas for improvement. Provide regular reports to the marketing manager
of marketing efforts and identify areas for improvement. Provide regular reports to the marketing manager
metrics and provide feedback for continuous improvement. Develop a deep understanding of our product
all changes against existing business processes, technical processes, data, and integration. • Participate various forums and checkpoints. • Ensure that processes, business rules (including decision point trees
all changes against existing business processes, technical processes, data, and integration. • Participate various forums and checkpoints. • Ensure that processes, business rules (including decision point trees
ensure that the processes within the Sales Team comply with legislative and process requirements Achievement
ensure that the processes within the Sales Team comply with legislative and process requirements Achievement