financial solutions and advisory services to businesses and high net worth individuals in South Africa asset management and transactional solutions to businesses and high-net-worth individuals, with offices administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business
financial solutions and advisory services to businesses and high net worth individuals in South Africa asset management and transactional solutions to businesses and high-net-worth individuals, with offices administer the customer relationship management (CRM) system to ensure smooth operation and user satisfaction within the CRM system - Provide training and support to users on how to effectively use the CRM system - - Develop and implement CRM system enhancements and customizations based on user feedback and business
member engagement and retention business. What will you do: Develop a clear strategy and approach to robust CRM and marketing automation model. Grow member usage. Optimise revenue streams and business growth data. Develop and execute a comprehensive member engagement strategy aligned with overall business goals Lead the implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary touchpoints. Evaluate and report on the success of CRM initiatives, making recommendations for improvements
industry leaders and a vast majority of our business is repeat business. ENVIRONMENT: A dynamic Software Solutions systems seeks the expertise of a Financial Analyst Developer (SQL) to join its Fund Data Services Team where will conduct new feature analysis and drive development on the platform (core product). You will work asset manager, hedge fund, and other investment business data and data automation requirements including fund data service solutions as an Analyst and Developer. The successful candidate will possess an Undergraduate
member engagement and retention business. What will you do: Develop a clear strategy and approach to robust CRM and marketing automation model. Grow member usage. Optimise revenue streams and business growth data. Develop and execute a comprehensive member engagement strategy aligned with overall business goals Lead the implementation of CRM systems, tools, and processes to meet business needs. Establish the necessary touchpoints. Evaluate and report on the success of CRM initiatives, making recommendations for improvements
Willing to liaise with clients and action Business Development for the Firm Team-player Consultant: Stephnie
profitability assessments. Development and implementation of financial models to support business decision-making financial data, provide insights, and support business planning activities Preparation of financial presentations
end-user support for the business. Act as the IT contact center. Support business operations with telephony technical operational efficiency within the business. Execute business needs based on identified priorities potential IT risks and opportunities in operations. Develop and maintain effective relationships with stakeholders team. Deliver successful end-user support to the business. Report to the I&O Operations Specialist. Security and User Management: Act as the business application security administrator for all core applications
As a Wealth Manager, you will spearhead business development efforts, cultivating relationships with portfolios, initiating client meetings, and driving business growth through strategic networking and referral collaborative culture that encourages professional development and client excellence. You'll be based in professional
As a Wealth Manager, you will spearhead business development efforts, cultivating relationships with portfolios, initiating client meetings, and driving business growth through strategic networking and referral collaborative culture that encourages professional development and client excellence. You'll be based in professional