Financial Consultant managing customer inquiries and providing product advice in Ulundi. Ensuring customer satisfaction and compliance with established standards.
Responsibilities
Provides advice on a specific range of products to a specific allocated market
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 the customer's requirements
Make calls to allocated potential customers to develop relationships
Follow a range of mandatory procedures to ensure compliance
Identify potential customers and obtain referrals
Requirements
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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