and potential customers as part of the sales process. Conduct cold calling at new/potential customers relating to lost sales and back orders. Submit monthly call planners by the last week of the month for the month update of CRM with visit information and telephone calls. Shall provide a plan for their sales area annually other duty which may be assigned to you from time-to- time. MINIMUM REQUIREMENTS: The successful applicant literate (Intermediate to Advanced) CRM Management, Call Planning and Sales Reporting. Resilient, resourceful
Forming part of a respected and established Financial services firm, that offers wealth, fiduciary
This is a full time, office based role in Durban North.
monthly
* ensure accurate and timely processing of claims
* make and receive calls to clients
*keeps
/>
Answer all incoming calls timeously and professionally Assist with incoming calls where possible, i.e necessary on behalf of sales and service Ensure calls are transferred to the correct internal staff Ensure relevant employees Assist in other departments from time to time and where necessary Manage staff timekeeping administrative duties as and when necessary, from time to time R 9000 - R 10000 - Monthly
Answer all incoming calls timeously and professionally Assist with incoming calls where possible, i.e necessary on behalf of sales and service Ensure calls are transferred to the correct internal staff Ensure relevant employees Assist in other departments from time to time and where necessary Manage staff timekeeping administrative duties as and when necessary, from time to time R 9000 - R 10000 - Monthly
the Prudential Authority, Financial Intelligence Centre, National Credit Regulator and Information Regulator and engage with all relevant stakeholders on a timely basis to ensure business readiness and ongoing compliance requirements are met. • Ensure accurate and timely reporting on any non-compliance, the management stakeholders through formal engagement. Take an active part in all Regulatory Compliance governance. • Assist
the Prudential Authority, Financial Intelligence Centre, National Credit Regulator and Information Regulator and engage with all relevant stakeholders on a timely basis to ensure business readiness and ongoing compliance requirements are met. • Ensure accurate and timely reporting on any non-compliance, the management stakeholders through formal engagement. Take an active part in all Regulatory Compliance governance. • Assist