Provides financial advice to allocated markets for Old Mutual while ensuring quality customer service and business retention. Develops relationships and monitors market data for business development strategies.
Responsibilities
Provide a quality service to customers while identifying opportunities to secure new business or support retention.
Analyze specific problems and issues to find the best solutions.
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
Set clear objectives for each sales call or meeting.
Develop and implement a relationship management plan for potential customer accounts.
Monitor and assess sales and market data for a specific geographic region.
Develop a personal network within the business sector and represent the organization at business sector events.
Conduct research and select relevant information to enable analysis of key themes and trends.
Requirements
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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