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Client Relationship Coordinator
Job summary
A well-established National Investment company in Cape Town seeks a Client Relationship Coordinator to engage high-end clients and qualify their large-scale investment needs. You will focus on lead qualification and appointment setting in a supportive environment that values teamwork and growth. Ideal candidates are bilingual, possess strong communication skills, and have 1-3 years of experience in sales or customer engagement.
Qualifications
- 1-3 years of experience in sales, lead generation, or customer engagement.
- Confident and persuasive on outbound calls.
- Self-motivated with a results-driven mindset.
Responsibilities
- Qualify leads and schedule meetings for the Sales team.
- Conduct outbound calls to assess lead interest.
- Log lead interactions accurately in the CRM system.
Skills
Education
Tools
Are you looking to join a well-established National Investment company where you can use your client service experience to engage with high-end clients and qualify their large-scale investment needs?
In this role, you’ll focus on qualifying leads and scheduling meetings for the Sales team.
Our client based in Newlands has a supportive culture that values teamwork, continuous learning, and personal growth within a dynamic and productive environment.
- Matric
- Fully bilingual in English and Afrikaans
- 1-3 years of experience in sales, lead generation, or customer engagement
- Strong verbal and written communication skills
- Confident, persuasive, and comfortable making outbound calls
- Ability to ask the right questions to qualify leads effectively
- Experience using a CRM system (preferred)
- Self-motivated with a proactive and results-driven mindset
- Lead Screening & Qualification
- Contact new inbound and outbound leads to assess interest and suitability
- Ask key questions to determine if leads fit our client profile
- Log lead information accurately in the CRM system
- Appointment Setting & Follow-Ups
- Secure qualified meetings for the Sales team
- Follow up with warm leads and nurture relationships over timeEnsure smooth handover of leads to the appropriate sales representative
- CRM & Lead Tracking
- Maintain detailed records of lead interactions
- Provide feedback to sales and marketing on lead quality and trends
- Identify potential improvements in the outreach process
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.