In 1988 Risk Benefit Solutions (RBS) started out as a small proprietorship. A little over 20 years on - it’s now one of the largest fully fledged financial services advisory firms in southern Africa. Our services cover a broad spectrum of needs including Insurance Broking, Risk Management, Corporate Risk Advisors, Employee Benefit Administrators and Consul...
This role is to build and continuously maintain RBS's market-intelligence database in Zoho CRM, companies across South Africa categorised by industry, region and size, and to source and manage verified, consent-compliant business and client contact data that supports business development, all within POPIA and FSCA requirements.
Key Responsibilities
To build, structure and continuously maintain company and contact records in Zoho CRM and Campaigns, ensuring accuracy, deduplication and enrichment.
Develop the firmographic database (industry, region, company size) as an actionable business-development resource, kept current through regular update cycles.
Acquire business and prospect contact data through lawful, consent-warranted channels and reputable providers.
Maintain verification, hygiene and update routines so the database stays accurate over time rather than decaying after the initial build.
Maintain consent capture and opt-out records, working with the Information Officer to keep processing POPIA-compliant.
Prepare dashboards and reports on the data for sales, compliance and executive teams.
Prepare data and insights that align with sales, compliance and strategic goals across the group.
Requirements
The ideal candidate
Has experience in CRM data management, market research or data operations.
Hands-on with CRM platforms (Zoho ideal); strong data verification, enrichment and hygiene skills.
Working knowledge of POPIA and consent-based direct marketing.
Analytical, detail-oriented, and comfortable managing large datasets independently.
Strong stakeholder communication, able to work between sales, compliance and leadership.
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