Assistant Head CRM in Mcgregor BFA
Job Experience
Assistant Head CRM
Mcgregor BFA
April 2010 to April 2013
General Management of 3 CRM representatives in Johannesburg Setting KPA Measures Monitoring performance and productivity Responsible for recruitment, leave management, disciplinary issues Mentoring CRM team Resolution of queries escalated by CRM team Client Retention Drafting of client communications and reviewing of communications being drafted by CRM team Designing client reports as well as reporting bugs on products Co-coordinating of client lunches, gifts and functions in conjunction with marketing Recording and reporting of Churn and churn trending Monthly reporting on general CRM matters relevant to the business, client feedback, issues and at risk clients Co-coordinating internal CRM projects Managing a pool of key clients approximate value +/- R 7million p/a Build client relationships Create product awareness among clients
Relationship Manager
McGregor BFA
January 2008 to March 2010
Maintain client base of 35 key clients Build client relationships Be actively involved in all client queries Ensure that all clients are trained on products Prevent churn within existing client base Identify opportunities within existing client base Maintenance of CRM system
Helpdesk Consultant
McGregor BFA
January 2001 to March 2008
Provide support on all products Password management Cancellation management Maintenance of CRM system Trial Management Legalnet customer support and admin
Receptionist
McGregor BFA
February 1999 to December 2001
Greeting Clients Answering Switchboard Diary Control Handling of travel bookings Filing Responsible for all courier needs Validation of Unit Trust data Capture and validation of Shareholding information Customer support Minute taking Maintenance of CRM system Consolidation of sales reports for Sales Manager
Education
Understanding The Financial Markets
Geometric Progression (Sudáfrica)February 2010 to February 2010
Certificate Investment Management and Porfolio Analysis
Unisa (Sudáfrica)January 2006 to December 2006
Certificate Introduction to Investment finance
Wits Business School (Sudáfrica)April 2004 to June 2004
Grade 12
[Otra]Bechet Secondary School (Sudáfrica)January 1997 to January 1997
Languages
English
Advanced
IT skills
Microsoft Powerpoint
Medium
Microsoft Outlook
Advanced
Mircosoft Word
Advanced
Microsoft Excel
Advanced
Other Skills
More Anneline
Career Goals
Industries of interest
Areas of interest
Availability to travel and work outside the city
No