services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
services industry" requires a half day Personal Assistant for the Belville branch in Cape Town. Individuals Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect
government hospitals Medical and/or Sales and Marketing tertiary qualification will be an advantage The objectives. The position will focus on growing market share and ensure business performance targets are sales consultants Maintain Area customer data base Market intelligence and feedback on competitor activities Requirements Mature leader, entrepreneur, strong communicator, people manager Very growth-, innovation- and and customer-oriented, “the face to the market” Strong service orientation; high energy/drive; Good financial/business
government hospitals Medical and/or Sales and Marketing tertiary qualification will be an advantage The objectives. The position will focus on growing market share and ensure business performance targets are sales consultants Maintain Area customer data base Market intelligence and feedback on competitor activities Requirements Mature leader, entrepreneur, strong communicator, people manager Very growth-, innovation- and and customer-oriented, “the face to the market” Strong service orientation; high energy/drive; Good financial/business
literate, xPlan experience advantageous Excellent communication skills, verbal and written Excellent negotiation tele-advisor for capture prior to the appointment Communicate and receive confirmation from the STI tele-advisor Support and contribute to company initiatives to communicate to, educate and engage clients in order to better
literate, xPlan experience advantageous Excellent communication skills, verbal and written Excellent negotiation tele-advisor for capture prior to the appointment Communicate and receive confirmation from the STI tele-advisor Support and contribute to company initiatives to communicate to, educate and engage clients in order to better