Corporate Financial Advisor
5 days ago
This Investment Relationship Manager position is perfect for an ambitious professional who wants to build lasting relationships with clients and drive business growth. As a key member of the ProDevelopment Group team, you will be responsible for delivering exceptional financial services to clients, managing complex queries, and developing strategic partnerships.
Main Responsibilities:
- Provide exceptional customer service by resolving client queries promptly and professionally.
- Oversee online account verifications and activations to ensure smooth client onboarding processes.
- Foster long-lasting relationships with internal stakeholders to guarantee swift issue resolution.
- Collaborate with the correspondence and walk-in-centre teams to address client needs and drive business growth.
- Manage administrative tasks, including data entry and record-keeping, while maintaining accurate statistics on client interactions.
- Identify opportunities for improvement and propose solutions to enhance service quality and drive business growth.
- Develop and implement innovative marketing strategies to engage clients and drive business growth.
- Maintain database accuracy and update information regularly to support business growth.
Requirements:
- Possess a relevant business degree or be studying towards one.
- Meet the minimum requirement of a Matric/Grade 12 qualification.
- Have at least 6 months of experience in contact centre/client services.
- Demonstrate exceptional verbal and written communication skills, with good voice and diction.
- Speak multiple languages.
- Hold ITC/CRIM Clear certification.
- Show proficiency in using computer applications.
Essential Skills:
- Exhibit self-control, initiative, analytical thinking, professionalism, and administration skills.
- Display a friendly and diplomatic nature with a passion for people.
- Confidently communicate with intermediaries and clients.
- Able to learn different products.
- High standards of personal integrity and ability to maintain confidentiality.
- Cope with shifting priorities.
- Familiarity with company processes and rules.
- Organised and self-disciplined.
- Enjoy working in a team environment.
- Numeric and Verbal Ability.
- Quality Focus (Attention to detail and Accuracy).
- Adaptability and stress tolerance.
- Deal with diverse client interactions.
- Prioritise tasks and function positively under pressure.
- Take ownership of responsibilities and tasks completed.
- Interpersonal skills.
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