transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
Description:JOB PURPOSE
The Lead CRM is responsible for overseeing the implementation
strategic use of the Customer Relationship Management (CRM) system to enhance customer engagement, sales effectiveness
processes. This role plays a critical part in driving CRM strategy and maximizing the value of customer data
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CRM Strategy and Roadmap
Join Our Client's Team as a CRM Commercial Data Analyst Our client, a leading global hygiene and health health company, is excited to welcome a CRM Commercial Data Analyst to their team in Johannesburg. In this leading, directing, & developing the respective CRM & CA organization structure, team, & performance the value of launched solutions and tools Support CRM utilization, engagement and value for sales & working within CRM and related processes across designated region/countries. Co-develop CRM tools &
company requirements.3. CRM Utilisation:
a strong understanding of financial markets, investment products, and financial analysis techniques? transaction execution, researching, analysing investment proposals/pitches to clients, and reviewing in finance, economics, accounting, business administration, or a related field. Analytical Skills Quantitative
fundamental and technical analysis for the investments to be presented to the Screening IC
established comapny requires well spoken and presentable CRM • Contract Management: Loading of new clients and Client details on all Systems (Pastel, RMS, RPX, CRM) • Customer Care (after sales service): Client queries; Self Management & professionalism • Strong Administration Skill s • Attention to detail and accuracy
currently seeking an Investment Manager to join our client's team. As an Investment Manager, you will play play a critical role in managing financial investments. Requirements Bachelor's degree in finance or or a related field Proven experience as an Investment Manager Strong analytical and problem-solving skills well in a team and independently, knowledge of investment regulations and compliance Professional certifications
a strong understanding of financial markets, investment products, and financial analysis techniques? transaction execution, researching, analysing investment proposals/pitches to clients, and reviewing in finance, economics, accounting, business administration, or a related field. Analytical Skills Quantitative
Our client is looking for a Senior Investment Officer to join their team. This position offers an technically demanding environment within a growing investment management business.
Responsi
nage investment pipelines