Details
Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.
Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
Keep records of all conversations and update the CRM database and other databases in a comprehensible way.
Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.
Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.
Comply with timelines as detailed under the organization manual.
Build sustainable relationships and engage current and potential clients.
Seize opportunities to upsell Meristem products, when they arise.
Make outbound calls to aid bonding with clients.
Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.
Generate Income as earlier agreed in the attached schedules.
Provide support for all client related activities.
Minimum requirements
At least, 1 year of experience on a similar position in the banking sector/financial services sector
A good first degree in Business Administration/Management Science/Social Science related discipline.
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