Posted on: 09 August 2023
ID 878760

Client Relationship Manager

The Role:

We are looking for passionate, energetic and self-motivated professionals to join our Client Relations team and provide high quality of client service to clients. This is a great opportunity to be part of a fast-paced and dynamic environment with learning and growing opportunities.


The main responsibilities of the position include:
  • Develop and maintain excellent relationships with prospective and existing clients
  • Responsible for activating new client leads and following up with potential clients
  • Handle client inquiries via email and telephone and ensure that high level service is provided
  • Perform personal clientele analysis and taking actions as required
  • Promote available products and services to clients
  • Stay abreast of the latest developments, products and marketing promotions that Trading Point launches and the relevant terms and conditions; and communicate them to the clients
  • Ensure compliance with the companys legal guidelines and compliance procedures
  • Provide suggestions on system enhancements
  • Act in the best interest of the company at all times, and cooperate with the rest of the Client Relations team in order to perform business development
  • Contribute to the team effort by achieving targeted results
  • Cooperate effectively with other departments as necessary


Main requirements:
  • Degree in a business-related field
  • Customer care or sales experience is a definite plus
  • Client handling experience in the financial services sector is a definite plus
  • Fluent English speaker with excellent verbal and written skills in English
  • Reliable, with integrity of character
  • Outstanding communication and interpersonal skills
  • Dynamic, innovative and target oriented
  • Ability to multitask and prioritise
  • Strong computer literacy



Benefit from:
  • Attractive remuneration package plus performance related reward
  • Intellectually stimulating work environment
  • Continuous personal development and international training opportunities
Type of employment: Full time

Location: Cape Town

All applications will be treated with strict confidentiality!

Occupation:
Finance jobs


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