Overseeing Sales Across Ocean on 76 Group of Companies

Carrick Wealth is a dynamic and independent financial services provider specialising in integrated wealth management. Established in 2014, the Carrick team has brought a wealth of collective experience to the business. Guided by our passion to set new benchmarks and standards in the industry, and focused on improving the client experience, service levels, integrity and transparency, our privately owned, multi award-winning company has grown to seven licensed and regulated offices in 5 countries. The three global licenses held in Mauritius provide a global footprint. Firmly rooted in its pan-African vision, Carrick is well-positioned to provide the highest levels of service in local as well as offshore financial planning, structuring and investments for our clients. Through Carrick’s team of qualified and experienced wealth specialists, and our partnerships with industry leading specialists in various fields, we provide bespoke services globally in the fields of offshore tax-efficient investment structures, local and international retirement planning, risk cover, international trusts, education planning, international property, international corporate pensions and estate planning.

• Ensuring monthly operational targets are met • Streamline operational process to optimise business efficiency • Managing year to date revenue generation and targets • Upholding and creating company sales compliance policies and procedures • Budget and Expenditure control with forecasts for financial year • Allocate sales and collection targets • Responsible for marketing and advertising • Managing code of good practice targets • Managing Sales Managers and Staff performances • Responsible for Staff recruitment and training • Uphold and maintain company culture • Lead and motivate staff to achieve targets and improve customer service• Implement reward and recognition programmes to drive healthy competition • Generating accurate and concise sales reports including branch growth and profit forecasts • Conduct regular client sales visits with Sales Managers and staff to ensure customer satisfaction process is being followed • Responsible for overall business revenue generation

Business Development Manager at Carrick which included the following duties:• Managing Sales Targets• Recruiting Across the Group• Manage Retention• Ensure KPI and SLA• Manage Client Experience and Quality Standards• Training - Business development• Coaching and Mentoring• Training and development• Managing Sales Process

Recruitment Manager for Carrick Group. Ensuring all recruitment requirements and targets are met throughout the Carrick Wealth group. Duties included:• Create and develop new recruitment processes and policies• Align recruitment department function with company human resources department process and policy• Build a recruitment department and team to match the company’s growth and expansion plan• Develop and manage recruiting team roles and constantly keeping alignment with company requirements locally and internationally• Creating, managing and revising interview and headhunting strategies• Providing weekly updates to Managing Director and Monthly updates to Chief Executive Officer• Create, manage and maintain relationships with all major universities within South Africa as well as some international tertiary institutions• Manage and develop recruitment agreements with recruitment agencies and companies• Help develop and maintain recruitment platform for the recruitment department and function• Create, host and manage recruitment events and assessment workshops• Created and Managed the Carrick group graduate recruitment program• Managing staff attrition numbers across the group locally and internationally• Conducting final stage interviews with Directors and Regional Managers• Manage and revise incentives for the recruitment team• Set recruitment targets for individual team members and manage career development process