Developing a positive customer experience at every engagement. Fostering customer relationships and supporting brand loyalty. Troubleshooting using analytical skills. Ability to prioritize goals for both my team and customers. Negotiation and presentation skills at an executive level.In-depth knowledge of CRM. Proactive approach in Customer Relationship Building.

I am responsible for obtaining profitable results through the sales team by developing the team through motivation, counseling, skills development and product knowledge development.

I excel in maintaining strong customer relationships as an integral part of the sales team. My key responsibilities include designing and distributing sales recruit applications, preparing training materials, and compiling comprehensive sales reports. I ensure timely coordination of documentation and communication across departments, facilitating seamless client interactions.With a keen eye for detail, I analyse monthly sales figures, calculate commissions, and prepare impactful presentations and proposals. I also manage our CRM system for data integrity and assist in lead research to support our sales efforts.Driven and self-motivated, I thrive in dynamic environments, consistently delivering high performance. My strong communication skills and professional demeanour enhance collaboration and foster positive relationships within the team and with clients.

Market the company in a professional manner to clients and prospective clients and maintain sound business relationships with existing clientsDemonstrate ease in relating to a diverse range of people of varying backgrounds, ages, and experience and education levels.Co-ordinate the department’s travel arrangements with the company’s travel planner. Attend sales and marketing division meetings; compile the minutes, agenda’s and action lists – in conjunction with the heads of the respective departments.Manage the departments’ budgets in terms of events.Provide clear and concise pre-presentation assistance to Dawie Roodt (Chief Economist) as follows: compile a document giving clear and concise information to Dawie regarding presentations in terms of venue, times, durations of presentations, audience, contact liaison, equipment requirements.Manage the follow-up process for all marketing related services required from service providers, such as web- design, brochures, newsletters, business cards. Maintain marketing dashboard in this respect and provide regular status updates to the marketing head of department.Maintain and manage all distribution lists.Market Company through Social Media SitesManage all templates in terms of legalities, companyinformation, contact details etc. Ensure that no communication is distributed that does not comply with the company’s correct information.Manage the lay-out process for al newsletters, fund factsheets, economic reports, invitations, manager comments and any other documents that require a template to be populated on Microsoft Publisher. Compile a final version to be sent on PMailer and forward to marketing head of department for sign-off.Events: All components and aspects of internal andexternal event coordination.Update, extent and enhance the Efficient Select database.Manage the Due Diligence process: obtaining questionnaires, co-ordinate completion, completeinformation, ensure sign-off and distribute

Corresponding with clients regarding appointmentsHandling all processes regarding tax, VAT and PAYE registrations at theSouth African Revenue ServicesGeneral office adminBooking of flights, accommodation and meeting venuesData capturing (pastel)Completing minutes of meetingsTyping statutory documents and binding of financial statementsHandling all processes regarding Trust registrations at the Master of the High CourtTyping and handling distribution of professional letters and documentsDebtors (includes all aspects: invoicing, payments, debit orders, collections and monthly statements.