Customer-Centric Financial Adviser & Growth Strategist

Old Mutual South Africa; Upington; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Upington is seeking a candidate for a customer service role. Responsibilities include handling inquiries, CRM data maintenance, and business development tasks. Candidates should have strong communication and customer management skills, with an educational requirement of NQF Level 5 or equivalent. This position aims to enhance customer relationships and leverage networking skills for growth in a dynamic environment.

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 that basic customer details held in the system are accurate.
• Interview the customer to clarify their requirements.
• Make calls to potential customers to develop relationships.
• Follow a range of mandatory procedures for quality standards.
• Carry out routine business development support tasks.
• Identify potential customers for sales opportunities.
• Select appropriate data and input it into spreadsheets.
• Participate in and contribute to a network of influence.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

A leading financial services company in Upington is seeking a candidate for a customer service role. Responsibilities include handling inquiries, CRM data maintenance, and business development tasks. Candidates should have strong communication and customer management skills, with an educational requirement of NQF Level 5 or equivalent. This position aims to enhance customer relationships and leverage networking skills for growth in a dynamic environment.