Africa-Focused Financial Consultant & Relationship Builder

Old Mutual; Vredendal; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Vredendal is looking for a customer service professional to engage with clients, ensure compliance with standards, and support business development. The ideal candidate will possess a Matriculation Certificate and demonstrate strong communication and networking skills. This role involves handling customer inquiries, maintaining accurate data, and developing relationships to enhance customer engagement. Join us in creating impactful connections and driving customer satisfaction.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure accurate basic customer details in the system.
• Interview the customer to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Follow mandatory procedures to ensure quality standards.
• Carry out routine business development support tasks.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Contribute to a network of people, 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 firm in Vredendal is looking for a customer service professional to engage with clients, ensure compliance with standards, and support business development. The ideal candidate will possess a Matriculation Certificate and demonstrate strong communication and networking skills. This role involves handling customer inquiries, maintaining accurate data, and developing relationships to enhance customer engagement. Join us in creating impactful connections and driving customer satisfaction.