(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan Extensive use of XPlan notes and tasks to manage client records and organization of practice Prepare
achieving the required results. Developing and managing team performance, offering feedback and demonstrating to ensure best practices and protocols. Daily management of Shoppers and Drivers to ensure optimal effective understand and respond to organizational needs. Staff Management Allocate schedules to all staff to ensure proper proper, efficient and effective management of the store orders. Conduct regular staff meetings with the Ensure staff members resolve queries. Facilitate and manage queries submitted to head office timeously. Identify
in the Western Cape. You will need to grow and manage existing customers and seek out new opportunities Office literate (Intermediate to Advanced) CRM Management, Call Planning and Sales Reporting. Resilient Conflict management. Strong business acumen. Entrepreneurial flair with excellent time management skills direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit
clients Manage sales pipeline and communicate sales reports weekly / monthly to your line manager and/or and/or Senior Management (Head Office) Continually engage with company staff nationally through information highlighting activities to Line Management and Company H.O Management and Directors Assist with implementation Input/product delivery/staff and payroll/ HR management/feedback/monitor inactive persons on payrolls/daily payrolls/daily and weekly site visits. Form part of client management solution towards business growth and increased
Responsibilities: ● Plan and direct the food preparation ● Manage the kitchen staff ● Train new employees ● Create Planning of menus Skills: ● Leadership skills ● Manage a team ● Confident and effective communication
calls and taking accurate messages File Management Email Management Ad hoc Girl Friday duties Ordering of
calls and taking accurate messages File Management Email Management Ad hoc Girl Friday duties Ordering of
returns when necessary – Prepare annual budgets – Manage and control claims payment processes Qualifications: 4 years related experience, including claims management – Long term insurance statutory report completion
graduate in a Sales & Marketing, Business Management or Engineering (Electrical, Mechanical, Mechatronics) analytical skills to decision making. · Know how to manage your own time and adapt to change. · Want to succeed
(e.g. Vue.js React, Angular)