Cross & Upsell Consultant (Desk-Based Sales)

Liham Consulting Pty (Ltd); Johannesburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A financial services consulting firm in Johannesburg is seeking a skilled professional to build and manage a pipeline of qualified leads. Candidates should have 3 - 5 years of experience, preferably in banking or financial services, and possess strong analytical skills. This role requires maintaining CRM records and tracking lead statuses. Apply if you have the relevant qualifications to enhance customer experiences.

Qualifications

• 3 - 5 years experience in a relevant field.
• Background in financial services or banking is essential.

Responsibilities

• Build and manage a pipeline of qualified leads.
• Maintain accurate CRM records.
• Track lead statuses and campaign participation.

Skills

CRM Management

Financial Services Knowledge

Lead Generation

Analytical Skills

Education

Diploma / Degree qualification

Job description

Responsibilities

• Building and managing a pipeline of qualified leads within the existing customer base
• Maintaining accurate records of interactions, outcomes, and opportunities in CRM
• Analyzing merchant behaviour, product usage, and segment data to identify upgrade and add-on opportunities
• Tracking lead status, campaign participation, and follow-up plans
• Educating merchants on the value of additional products (e.g., adding online payments, funding, or value-added tools)
• Working closely with Retention and Account Managers to ensure cohesive merchant experience
• Run telephonic and multi-channel campaigns targeting specific merchant segments or product offers
• Providing feedback on campaign performance, objections, and product gaps

Qualification & Skills

• 3 - 5 Years experience
• Must come from financial services or banking background
• Diploma / Degree qualification

Suitable candidates will be contacted. If you do not get a response within 14 days, please consider your application unsuccessful.