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Client based in Johannesburg seeks the services of Sales & Marketing Executive.
DUTIES:
Arrange appointments with customers – minimum of 16 calls per week.Existing client list of customers to be serviced.Bookings for all Trades on In-house systemsUpdating RFA’s timeously as per agreed rates to customersEnsuring freight rates, free time agreements and additional charges are updated on In-house systems prior to freight desk invoicing clientsApplication for DG/Hazardous cargoApplication for detention and demurrageApplications for freight collect at PODMonitoring of vessel tonnages and loadingsAssisting customers with E-service login / booking creation.Distribution of sailing schedules for all services.Distribution of all marketing relating notices to the customers.Discuss & promote current PIL trade routes with customers - imports and exportsDiscussions on competition informationWeekly call plan submitted by lunch time on Friday for clients to be visited for the following weekMaintain existing business and vigorously develop new customers – imports and exportsSending quotations to customers – imports and exports must be done in writing and filed in customer file within 24 hoursRespond to emails within 24 hoursFollow up on holding messages to principalsWeekly sales report on customers visited for the week and feedback by 10h00 each FridayAttending marketing meetings with customers/managementExport customer statsMonthly Far East / X-trade reportReport on import liftingsReport on export liftingsComparisons to previous monthReport back on competition on this tradeReport on target and tender accounts, i.e. volumes YTDRate negotiations for imports and exports for the various trade areas that PIL service and follow up on quotesSurvey reports as needed for new tradesUpdating partner codes – for import customersEntertain customers at rugby, cricket, lunches, shows, etc. after hours or during weekendsFollow up on sales leads from Port of Load and contacting customers.Following up on sales leads locally from freight forwarders, shippers, and exportersAssist with conference preparation.Follow up on tele sales reports dailyFollow up on outstanding monies – demurrage, short payments from import and export customersConsistently offer customers excellent service levelsAssist Marketing team when staff are on leave or sick leaveFiling
Core Knowledge & Skills:
Matric + 5 years extensive ships agency experience in all tradesShipping training coursesSales and Ma...
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yNTIxMDc5MDI5P3NvdXJjZT1ndW10cmVl&jid=1200064&xid=2521079029
11h
1
WHY YOU SHOULD APPLY: Besides their very own mini penalty shootout, putting a green and cricket pitch smack bang in the middle of their office, they have a very special canteen area where they enjoy company-subsidized meals, barista-crafted coffee, and FIFA console gaming, foosball, and special themed employee get-togethers. Employee wellness, balance, and motivation go hand-in-hand with their work-hard ethos making this a place like no other!The notion of giving back to local communities holds a very special spot in their core values as they make time to participate in a variety of initiatives throughout the year. Everything from raising money to aid teachers, furry friends, and victims of the unexpected, to blanket drives, books, and clothing collections, they do it all - they have even built housing for families in need! All in all, each initiative is carefully considered, planned, and greatly enjoyed by all employees.Benefits:Medical Aid (50/50) – Discovery for you and your direct familyVitality (50/50)Daily lunchStudy benefitsFun working environmentPerformance bonus paid in DecemberAnnual increases in FebruaryThe dream job: The Senior Human Capital/Resources Administrator is responsible for performing a variety of Human Capital support functions and ensuring timely flow of information to and from the HC team and all entities. The Human Capital Administrator assists the HC Business Partners in all, but not limited to, the following areas: General H.R. operational requirements, organizational effectiveness as well as best practice recruitment and people planning, reward and recognition. This position’s core responsibilities include employee recordkeeping, new hire process recruitment support including on boarding, various administrative tasks, and data input and reports.Job Responsibilities: To provide support to the HC Department and in turn to all related entities regarding #human capital and organizational issues including but not limited to:Handles a wide range of HC responsibilities including employee record keeping, new hire orientation and packets, HC compliance, benefits administration, and other HC administrative functions.Organizes and maintains employee records and electronic file system to include highly confidential documents, correspondence, and other records.Keep all employee information updated on #Workday.#Audits records and corrects information as necessary.Prepares reports, graphs, and #presentations. Handles information of a highly confidential and #critical nature. Processes #invoices and purchase orders within the HC department. Performs other duties asassigned.To work within the HC team, supporting areas of responsibility for #administration and providingflexibility to enable the HC department to cope with workloads to maintain a smooth
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzU1OTIwX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1206428&xid=1108_55920
2y
1
SavedSave
Core Knowledge & Skills: Matric.5 years extensive ships agency experience in all trades.Shipping training courses.Sales and Marketing training courses (tertiary qualification advantageous).Computer literacy MS Office, Powerpoint, Excel.Customer service training.Knowledge of customers and market share.Excellent interpersonal skills (written and verbal communication skills). Duties: Arrange appointments with customers minimum of 16 calls per week.Existing client list of customers to be serviced.Bookings for all Trades on In-house systems.Updating RFAs timeously as per agreed rates to customers.Ensuring freight rates, free time agreements and additional charges are updated on In-house systems prior to freight desk invoicing clients.Application for DG/Hazardous cargo.Application for detention and demurrage.Applications for freight collect at POD.Monitoring of vessel tonnages and loadings.Assisting customers with E-service login / booking creation.Distribution of sailing schedules for all services.Distribution of all marketing relating notices to the customers.Discuss & promote current PIL trade routes with customers - imports and exports.Discussions on competition information.Weekly call plan submitted by lunch time on Friday for clients to be visited for the following week.Maintain existing business and vigorously develop new customers imports and exports.Sending quotations to customers imports and exports must be done in writing and filed in customer file within 24 hours.Respond to eMails within 24 hours.Follow up on holding messages to principals.Weekly sales report on customers visited for the week and feedback by 10h00 each Friday.Attending marketing meetings with customers/management.Export customer stats.Monthly Far East / X-trade report.Report on import liftings.Report on export liftings.Comparisons to previous month.Report back on competition on this trade.Report on target and tender accounts, i.e. volumes YTD.Rate negotiations for imports and exports for the various trade areas that PIL service and follow up on quotes.Survey reports as needed for new trades.Updating partner codes for import customers.Entertain customers at rugby, cricket, lunches, shows, etc. after hours or during weekends.Follow up on sales leads from Port of Load and contacting customers.Following up on sales leads locally from freight forwarders, shippers, and exporters.Assist with conference preparation.Follow up on telesales reports daily.Follow up on outstanding monies demurrage, short payments from import and export customers.Consistently offer customers excellent service levels.Assist Marketing team when staff are on leave or sick leave.Filing.
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5Xzc3MzAzX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1198651&xid=1109_77303
2y
Ads in other locations
1
The core function of the successful candidate is to provide various administrative supports to the financial advisors in order to build and maintain relationships with clients.
*Advisory support*
? Ensure that the following are done on a daily basis:-
o Monitor Mailboxes and Right fax(Personal, Consultants when on the Road, Web server
and Support Staff when on Leave) – ensure that all queries are resolved timeously.
o Managing Financial advisors incoming calls when out of office.
o Diary Management for Financial Advisor & Wealth Manager.
o Road trip planning for Financial Advisor & Wealth Manager.
o Birthday Cards.
o Marketing Material stock Control
o Control and Monitor 3G Cards, Printer, scanner and Pool cars
o Communication within and across all departments
? Read & understand Financial Advisory Procedure Manual – Financial Advisory Complaints Register
o Client Services Banking
? To make contact with +-60 clients a week
*Section 14 transfers*
? Prepare Client files for section 14 transfers – ensure that calculations are correct and that correct information is obtained:-
o Obtain information via ASTUTE
o Do client Analysis
o Prepare client packs for presentation
o Draft S14 documents
o Send off documents to respective companies
o Follow up on S14 Process or disinvestments on Endowments etc.
o Send off Form H docs to EXECS for signature
o Request for Form J documents for OCRS Department
o Complete ROT transfers
o Weekly Reporting on ORS Pipeline
*Reporting*
? Prepare and submit the following reports timeously:
o ORM Stats
o Month end Sales Stats
o Sales Daily Report
o Weekly Sales Reports
o Rugby and cricket lists – ensure that rugby and cricket lists are sent to directors and
Approved before invitations are sent out or clients are called.
o Coordination of various lead generation events
o Adherence to cut off time
o Assist TA Department in FICA Documents.
o Assist new hires as per the training plan.
o Always explore referrals for expansion of business.
o Provider Update
o Management update to HOD
o Maintaining the Track record of Financial Advisor.
*Client Servicing*
? Ensures to the following on a daily basis / as and when queries arise from clients:-
? See to walk in clients for additional, redemptions, account statement / queries and new accounts. Completed via Business Objects
? Follow up – this could be on FICA requirements for application brought in, or for queries from walk in clients. It also consists of queries to deal with via email.
? Client Servicing calls
o balances
o general queries
o statements
o request for Marketing material
o account queries
o broker queries
o Performance Clarification
o Unit Issuance
o Redemption
o Fee queries
o
? Follow up clients for sessions, confirmation of investment letters
? Send statements confirming account details the day after new accounts are processed.
? Bachelor Degree ( BCom/Bsc graduates)
? FAIS Compliant (NQF lev
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzM4MzExX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1231642&xid=1555_38311
2y
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