Managing Sales and Marketing

Managing the entire employer sales function including structure, processes and reporting.Part of executive management team reporting directly to CEOManaging sales team and assist with coordinating client services teamCustodian of sales strategy in collaboration with executive teamResponsible for creating, maintaining and growing the awareness of the Picsa brand and value proposition in the targeted markets and industriesMaintaining and building relationships with key… Show more Managing the entire employer sales function including structure, processes and reporting.Part of executive management team reporting directly to CEOManaging sales team and assist with coordinating client services teamCustodian of sales strategy in collaboration with executive teamResponsible for creating, maintaining and growing the awareness of the Picsa brand and value proposition in the targeted markets and industriesMaintaining and building relationships with key influencers and industry bodies. Instrumental in helping setup several new initiatives within the broader group. Responsible for Events function; company presenter at industry events. ie. Farmer AssociationsConduct regular market research informing sales and broader company strategy. Responsible for setting up a CRM platform and automated sales function. Show less

Proactively acquiring new investment clients and revenue generation Marketing of the brand within the Western CapePursuing high income generated clientsInvestment and product advise

Proactively acquiring new investment clients and revenue generationPursuing new card acquiring clients New transactional banking clients and managing revenue at riskOptimised business from existing investment and transactional clients – cross sell opportunitiesPricing clients in order to maximise profitability for the bankPursuing high income generating clients

Proactively acquiring new investment and corporate saver clients Formulation of aligned portfolio and client strategies Optimise business from existing investment and corporate saver clientsInvestment and product adviceManaging client’s cash flow to ensure optimum investment returnProject planning corporate migrations into corporate saver: third party investments systemPursuing high income generating clients