(internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health xPlan. Extensive use of XPlan notes and tasks to manage client records and organization of practice. Prepare
experience, as defined by the Head of Client Management Plan) Take full responsibility for the implementation Check Commission statements from CommPay and PPs. Manage commission suspense accounts aligned to compliant Financial Advisor Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
experience, as defined by the Head of Client Management Plan) Take full responsibility for the implementation Check Commission statements from CommPay and PPs. Manage commission suspense accounts aligned to compliant Financial Advisor Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to client demographic data on client relationship management system Client financial data capture (ASTUTE communication(s) to clients as stipulated in the client management plan. (Auto communication registration and health
dynamic Sales Representatives to grow sales and manage existing customers in Pretoria, Limpopo and parts direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit planning, reporting and customer management structures as determined by management Adherence to the company price list and discount structures as determined by management Maintain and develop existing and new customers
dynamic Sales Representatives to grow sales and manage existing customers in Pretoria, Limpopo and parts direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit planning, reporting and customer management structures as determined by management Adherence to the company price list and discount structures as determined by management Maintain and develop existing and new customers
dynamic Sales Representatives to grow sales and manage existing customers in the Western and Eastern Cape direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit planning, reporting and customer management structures as determined by management Adherence to the company price list and discount structures as determined by management Maintain and develop existing and new customers
dynamic Sales Representatives to grow sales and manage existing customers in the Western and Eastern Cape direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit planning, reporting and customer management structures as determined by management Adherence to the company price list and discount structures as determined by management Maintain and develop existing and new customers
dynamic Sales Representatives to grow sales and manage existing customers in West Rand, Free State, Northern direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit planning, reporting and customer management structures as determined by management Adherence to the company price list and discount structures as determined by management Maintain and develop existing and new customers
dynamic Sales Representatives to grow sales and manage existing customers in West Rand, Free State, Northern direct accounts in the portfolio Minimising and management of potential channel conflict, with the ultimate highlighting and market movements to Sales and Management Penetrating competitor markets Perform cost-benefit planning, reporting and customer management structures as determined by management Adherence to the company price list and discount structures as determined by management Maintain and develop existing and new customers
SYSPRO Send out monthly statements using Debtors Manager tool, SYSTEM 1A Generate Age Analysis for blue blue chip customers, discuss with Account Managers on a fortnightly basis Telephonic and email collections accordingly. Report on a weekly basis to Finance Manager regarding any difficulties arising with customers deposits to various customer accounts on SYSPRO Manage the invoice submission to various customers Credit process and vetting of customers. Inform Account Managers on any errors or discrepancies that need to be