Constant management of the CRM systems to ensure account and contacts are loaded correctly, current, and
and liaise with all relevant parties including assignment of TOBs to IBCs.
Working with Marketing
person and online IFA engagement.
Visiting accounts or attending events where needed.
Establishing
and analysis of business flows, account activity including new accounts (TOB), trends, target versus actual
business, funding levels and activity both at account level but also for internal reporting on business
contacted with screening questions. General Accountability Ensures the effective day-to-day operation procedures for the office. Special projects as assigned Internal Contacts All staff External Contacts
contacted with screening questions. General Accountability Ensures the effective day-to-day operation procedures for the office. Special projects as assigned Internal Contacts All staff External Contacts
for ship credit transactions; charges individual accounts for funds issued
Conducts all Casino table
Participates in casino cash and coin counts as assigned by casino management.
acknowledgements, product literature, stock availability and account queries. Proactively follow up on the status of recommendations on the opening of new business accounts. Interactive communication with other branches customer training status. Finance and Logistics Continuous assessment of accounts receivable and age analysis analysis provided by the Finance Department to ensure creditlimits and terms are controlled. Liaising with Department on the financial status of customer accounts. Managing and monitoring of weekly replenishment
acknowledgements, product literature, stock availability and account queries. Proactively follow up on the status of recommendations on the opening of new business accounts. Interactive communication with other branches customer training status. Finance and Logistics Continuous assessment of accounts receivable and age analysis analysis provided by the Finance Department to ensure creditlimits and terms are controlled. Liaising with Department on the financial status of customer accounts. Managing and monitoring of weekly replenishment
of various purchasing procedures, inventories, accounts, proposals and similar preparations.
social events
diesel delivery books. Matric with Maths or Accounting Finance qualification will be an advantage MUST have
Degree or Diploma in Business Administration, Finance, Accounting, or a related field. 1 years previous experience