Financial Adviser
Kathu, Northern Cape, South Africa
Full Time
2 weeks ago
No Sponsorship
Key skills
CRM
About this role
Role Overview
- Carry out standard customer service activities
- Handle simple customer inquiries
- Assess compliance with established standards and protocols
- Assist visitors with information requests
- Interview customers to clarify requirements
- Make calls to potential customers to develop relationships
- Follow mandatory procedures for operational compliance
Requirements
- NQF Level 5
- Higher, Advance or Occupational Certificate or equivalent
- Consultative Selling skills
- Customer Feedback Management skills
- Customer Relationship Development / Prospecting experience
- Customer Needs Clarification experience
Benefits
- Customer Relationship Management (CRM) data management
- Business development support
- Networking opportunities
- Ongoing training and development