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
reports, including call reports and interview booking trackers and the CRM system.Ensure interview forms exceptional organisational abilities. Excellent time management skills to handle multiple tasks and work under
Implement the agreed solution for clients and manage underwriting and other onboarding requirements consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility methodology and tool sets only. Categories: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planning Partner on planning tools Financial Planning Partner or Business Development Manager can take over the scenario planning function in
team. Working closely with an assigned Branch Manager, who is responsible for business development and email and phone, to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify 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 email and phone, to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify essential) • Excellent organisation and time-management skills • Excellent phone and email etiquette
(10%) Support the Centre with general office management tasks including reception and facilities Support line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business Partnership Operations Managers Interaction with the Partnership Directors and Portfolio Managers Engagement with
(10%) Support the Centre with general office management tasks including reception and facilities Support line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business Partnership Operations Managers Interaction with the Partnership Directors and Portfolio Managers Engagement with