preparing quotes, and managing customer inquiries. Assist with customer account management, including updating sales and marketing presentations, meetings, and events. Maintain organized and up-to-date documentation
proposition to clients. Attend industry relevant events and keep abreast of the developments in the industry
resources, and ensure that the training process is managed efficiently and effectively.
Create
requirements.
Act as a 2IC to the General Manager and oversee the basic day to day functioning of
Great opportunity to join an Asset Manager, as a Retail Investment Consultant. The responsibilities include:
prospecting and growing new doors, while successfully managing current doors to reach their full potential within and annual sales targets through the successful management of accounts within the allocated territory.< involvement in the planning, management and execution of any clients events and promotions.
Ensure
Client in the financial services / cash management solutions sector requires a results driven Business Develop sales plans, and territory management Achieve sales targets Manage sales pipeline Cold calling, networking and revenue forecasts using CRM Participate in events, conferences, and networking opportunities for
qualify leads through networking, attending industry events, and cold calling. Present and demonstrate knee
qualify leads through networking, attending industry events, and cold calling. Present and demonstrate capital
qualify leads through networking, attending industry events, and cold calling. Present and demonstrate knee
qualify leads through networking, attending industry events, and cold calling. Present and demonstrate capital
segment; and produce reports that will assist management in formulating strategy and identifying areas Prospecting Develop and implement relationship management plans for complex potential customer accounts and represent the organisation at business sector events. Obtain market intelligence and enhance the visibility its services. Customer Relationship Management Account Management Develop and implement a customer contact an appropriate response. Customer Relationship Management (CRM) Data Enter customer information that has