Senior Financial Analyst impacting finance through budgeting, forecasting, and financial modeling for a premier e - commerce brand. Collaborating with leadership to drive financial insights and decisions.
About the role
- Customer Service and Business Development role focusing on client relationships at Old Mutual. Responsibilities include handling inquiries, compliance assessments, and customer relationship management in South Africa.
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, referring more complex matters to colleagues.
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Make calls (by telephone or in person) to allocated potential customers to develop relationships.
- Provide a first point of contact for resolving customer queries and complaints.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Carry out routine business development support tasks and assist others by following established procedures.
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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