Website Old Mutual
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
Job Description
- Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for parts of routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Branch Operations
- Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter.
Customer Relationship Management (CRM) Data
- Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions.
Customer Needs Clarification
- Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it.
Customer Relationship Development / Prospecting
- Greet customers (on incoming calls or in store) and engage them in conversation to build rapport.
Document Preparation
- Input content into standard templates. Also take responsibility for collating materials and photocopying them.
Business Meetings/Events Arrangement
- Respond to requests for information about the availability of people or facilities to assist in arranging business meetings.
Operational Compliance
- Follow a straightforward mandatory procedure 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.
Personal Capability Building
- Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
Education
- Matriculation Certificate (Matric)