Africa-Focused Financial Consultant: Growth & Relationships

Old Mutual South Africa; Upington; On-site; ZAR 150 000 - 250 000; Full time

Job summary

A leading financial services provider in Upington seeks individuals to provide customer service and develop relationships with clients. Responsibilities include assisting visitors, ensuring accurate CRM data, handling inquiries, and identifying potential customers. Ideal candidates should possess a Matriculation Certificate and strong interpersonal skills. This role requires a commitment to operational compliance and customer relationship development.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that customer details held in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow compliance procedures for quality standards.
• Carry out routine business development support tasks.
• Identify potential customers from referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Participate in networking with technologies and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

A leading financial services provider in Upington seeks individuals to provide customer service and develop relationships with clients. Responsibilities include assisting visitors, ensuring accurate CRM data, handling inquiries, and identifying potential customers. Ideal candidates should possess a Matriculation Certificate and strong interpersonal skills. This role requires a commitment to operational compliance and customer relationship development.