Requirements for this position: 2 years of proven experience in SDR/BDR or B2B sales experience within a SaaS or Tech environment, with at least one year in a leadership position. Strong understanding of sales processes and strategies, especially in outbound lead generation. BCom Law, Information Sc
service delivery processes High level account management and direct contact with executive contacts Preparation written and verbal) Organisation and project management: Effective daily communication with team members
to the client's needs, concerns, and objectives Managing an ongoing sales pipeline Generating your own building relationships with key decision makers Managing and reporting on sales activities Understanding Fantastic communication and people skills Ability to manage complex projects and clients Minimum 7 years experience
supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for Development Manager when necessary. The Paraplanner takes responsibility for preparing of client data, data sets only. Categories: Client data management Responsible for client data recording on the company's internal accuracy of the data while creating more efficient ways to capture data information (capturing sheets, etc Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders understanding of the overall underlying system data to establish data-driven decision-making to optimise workflows high-value projects and keep track of and successfully manage all elements on each high value project Analytical
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders understanding of the overall underlying system data to establish data-driven decision-making to optimise workflows high-value projects and keep track of and successfully manage all elements on each high value project Analytical
Ability to analyze financial data Excellent organizational and time-management skills Strong attention to
team. Working closely with an assigned Branch Manager, who is responsible for business development and meetings for Branch Managers • Follow up after meetings to close deals • Inputting of data and cross checking checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify standings essential) • Excellent organisation and time-management skills • Excellent phone and email etiquette
team. Working closely with an assigned Branch Manager, who is responsible for business development and meetings for Branch Managers • Follow up after meetings to close deals • Inputting of data and cross checking checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify standings essential) • Excellent organisation and time-management skills • Excellent phone and email etiquette
executive management team. Summary of duties: • Obtain, calculate and/or analyse financial data; • Preparation executives); • Ability to work under pressure and manage multiple client deadlines; • Self-driven and results-orientated;