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Relationship manager
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1 year ago2890 views
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General Details
Description
Administrative duties, including but not limited to:
Client liaison
Para-planning
Diary management and appointment setting
Leads management
Recruitment
Follow up on underwriting outstanding requirements
Systems and administration procedures
formulation and communication of marketing material, newsletters and any other material required
Marketing and prospecting for new clients
client servicing and review schedules (CRM)
petty cash and cash float management
assisting and performing general book keeping duties
Human resource management
compiling reports, statistics and presentations as required
compiling, assisting, managing and reporting of Marketing and Advertising Campaigns
FAIS & FICA compliance management including all amendments, related, associated and /or subordinate legislation, in respect of long-term insurance, short-term insurance and medical aid
Providing advice to clients as and when necessary
Any duties associated with general office management, including but not limited to:
Managing office supplies
Managing the information technology systems and hardware within the office
Managing the leave management system
Client liaison
Para-planning
Diary management and appointment setting
Leads management
Recruitment
Follow up on underwriting outstanding requirements
Systems and administration procedures
formulation and communication of marketing material, newsletters and any other material required
Marketing and prospecting for new clients
client servicing and review schedules (CRM)
petty cash and cash float management
assisting and performing general book keeping duties
Human resource management
compiling reports, statistics and presentations as required
compiling, assisting, managing and reporting of Marketing and Advertising Campaigns
FAIS & FICA compliance management including all amendments, related, associated and /or subordinate legislation, in respect of long-term insurance, short-term insurance and medical aid
Providing advice to clients as and when necessary
Any duties associated with general office management, including but not limited to:
Managing office supplies
Managing the information technology systems and hardware within the office
Managing the leave management system
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzg5Njc1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1222787&xid=1109_89675
Id Subtitle 1089469363
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