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Account Management Specialist
1 week ago
As an Account Management Specialist at Old Mutual South Africa, you will be responsible for delivering exceptional customer experiences, driving business growth, and building strong relationships with clients.
The MFC Salaried Financial Advisor will provide expert advice on our range of financial products, analyzing customer data and market trends to identify sales opportunities and developing targeted strategies to increase revenue.
ResponsibilitiesCustomer Service
Provide quality service to customers, identifying opportunities to secure new business or support retention, processing cases, dealing with complex queries, investigating and resolving customer problems.
Solutions Analysis
Analyze specific problems and issues to find the best solutions, which could be technical or professional in nature.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
