Customer Relationship Excellence
4 days ago
At Sanlam, we're dedicated to building strong relationships with our clients and employees alike. As a Service Relationship Manager, you'll play a crucial role in ensuring that our customers receive exceptional service and support.
Key Responsibilities- Develop and maintain relationships with LISP customers through excellent customer service and long-term relationships by applying an agreed customer engagement programme.
- Ensure that customer files are updated with all relevant documentation and that checklists are completed.
- Build and maintain relationships with the administrative staff of our most valued clients (i.e. Strategic partners and premier advisers)
- Accurately determine customer needs/requirements through customer interaction and ensure that these are met.
- Monitor and resolve customer queries efficiently and professionally by applying product knowledge.
- Keep abreast of offerings by competitors' offerings and market trends to suggest and implement process improvements.
- Continuously gather market intelligence and report potential threats to management.
- Identify training needs within the offices of the financial adviser and conduct/arrange the relevant training.
- Manage risk by ensuring that financial policies, procedures, regulatory and statutory requirements are adhered to.
- Complete applicable compliance and risk training requirements as per Absa Group Risk.
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Customer Relationship Manager
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