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Seniority (Financial Services)
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The Concept Group
Financial Services
Description
- B.Sc Degree in Marketing or any related field of study with 1-3 years experience.
- Previous experience working in similar roles.
Skills/Competencies:
- Excellent communication skills
- Good negotiation/Sales skills
- Core Competencies in the Use of Microsoft Tools
- Great Interpersonal and Relationship skills.
Responsibilities
- Acquisition and retention of brokers and clients through offline marketing
- Aggressively following up with all leads referred by brokers and ensuring successful closure of fall leads
- Handles B2B and B2C leads assigned, following all set procedures and ensuring the transaction is successfully consummated.
- Handle client’s inquiries via phone calls,emails, live chats, and social media channels.
- Resolve client issues or problems by clarifying the complaint, determining the cause of the problem, and selecting and explaining the best solution to solve the problem. accelerating correction or adjustment; following up to ensure resolution.
- Acquisition of brokers through referral methods from both existing and potential clients.
- Effectively cross-market Rosabon’s products to existing and potential clients when the need arises.
- Sourcing for optimal leads can refer customers to do business with us.
- Identify and assess clients needs. to achieve satisfaction
- Managing, supporting, and communicating clients satisfaction levels with regard to Rosabon Financial Services Brokers Products
- Engage clients at the beginning of their subscription; ensure successful take-up and management of fall incidents throughout their transaction phase, from which there might be a risk of dissatisfaction.
- Communicate detailed reports on clientsrequests and feedback to aid strategic and management decisions.
- Sending status and summary report of the broker's admin for update on the broker' sportal on a weekly basis
- Any other task as assigned by the line manager.
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