Snatch.work Sales Analyst Jobs in South Africa

Snatch.work Sales Analyst Jobs in South Africa

A venturesome wealth and asset management firm is looking for a Sales Analyst within the Finance Ops team. The ideal candidate should be highly organized and analytical.

The firm places emphasis on building amiable, genuine client connections and delivering superior investment methodology. Your role in their mission is the management, optimization, and accurate reporting of all Revenue and Sales related activities.

Roles and Responsibilities:

Manage the group-wide function for commission-related tasks

Daily operational and financial management

Month-end operations

Take an active role in checking the workflows and system changes and play a further role to guide future Software system updates and improvements.

Managing and responding to internal and external partnership management across the group.

Identifying opportunities for new products and revenue streams

Interacting with advisors and IFAs

Taking an active role in understanding contracts and commission splits and managing partnership and stakeholder relationships within the commercial boundaries set by contracts.

Monitoring and correcting production errors

Keeping track of team progress and meeting deadlines

Post-month-end balancing and reconciliation

System amendments for book buying and taking on new processes

Problem-solving and auditing.

Leading a small team of 2-4 people

What

You’ll Need:

BCom or Bachelor’s degree, preferably a financial stream

3+ years of experience in the financial planning industry (beneficial)

Excellent proficiency in Excel and Outlook

Alternatively, the candidate can be an AGA (SA) or CIMA candidate

You’ll Be Perfect If Your Skill set Consists of

Handling crisis situations

Meeting deadlines efficiently

Timely deadline management

Willingness to work long or unplanned hours

Hands-on approach and willingness to assist in various department tasks

Ability to manage team dynamics

Effective internal and external communication

Confidence and assertiveness

Excellent communication skills

Capacity to give small internal presentations

How to Apply

For more information and job application details, see; Snatch.work Sales Analyst Jobs in South Africa

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