Crm Jobs in South Africa
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Ultra Personnel : Pharmaceutical, Insurance, Engineering
- Last 7 days (4)
Paraplanner Kloof
Ultra Personnel : Pharmaceutical, Insurance, Engineering
Kloof
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness of client data in the various advice tools and CRM's Financial Planning preparation & Client Reviews
share this job on whatsappParaplanner - Kloof Kzn
Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of family” is enabled for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness of client data in the various advice tools and CRM's Financial Planning preparation & Client Reviews
Debtors Clerk Jhb - Eastern Suburbs
Ultra Personnel : Pharmaceutical, Insurance, EngineeringSouth Africa
skills Good interpersonal abilities Familiar with CRM packages – currently on Pastel Partner Basic accounting
Debtors And Cashbook Clerk
Ultra Personnel : Pharmaceutical, Insurance, EngineeringSouth Africa
skills Good interpersonal abilities Familiar with CRM packages – currently on Pastel Partner Basic accounting
Pa Cpt - Cbd
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
statements (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's
Insurance Pa - Half Day Role
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
statements (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation of client portfolio's
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