statement maintenance: keep financial systems like Zoho CRM/Click Up updated with all actions, maintain accurate proficiency: experience with financial and CRM systems (e.g., Xero, Zoho CRM, Click Up) Salary R25,000 per month
same on internal systems (Fundamental, and Climan/ CRM system) • Daily/ monthly EFT payments to and on behalf capturing of same on internal systems (Cashman/ CRM system) • Review debit balances and assist financial/Investment
same on internal systems (Fundamental, and Climan/ CRM system) • Daily/ monthly EFT payments to and on behalf capturing of same on internal systems (Cashman/ CRM system) • Review debit balances and assist financial/Investment
all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
all interactions with clients / IFA's on Siebel CRM. § Correct and timeous rectification of errors §
protected at all times. Ensure effective usage of CRM and sales activity management systems. Ensure that excellence. Manage 3_CLIENT relationships and data basis (CRM system). Plan and deliver services and/or products
Unit. Maintain Customer Relationship Management (CRM) with all existing investees. Personal Attribute
experience would be advantageous. Sound knowledge of CRM system At least 6 years' experience working at a
guidelines. Full and proper use of the Company's CRM package XPlan. Making and confirming of appointments
guidelines. Full and proper use of the Company's CRM package XPlan. Making and confirming of appointments