Salaried Financial Advisor (Polokwane)  

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Description

Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. […]
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. […]
Set clear objectives for each sales call or meeting; tailor standard materials to make...

More than 30 days ago from: mrjobs.co.za

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