Job Description
Job Description
- Attend courteously and professionally to all callers/clients that contact our 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 the company's various products, when they arise.
- Make outbound calls to aid in bonding with clients.
- Provide support for all client-related activities.
- Execute any other responsibilities as may be assigned to you by the Managing Director or the HODs
- Prompt handling of customers’ enquiries on accounts and other requests.
- Timely and controlled processing of cash, funds transfer and account opening requests and in line with policies and agreed on Turn-Around-Time (TAT).
- Prompt handling of customers’ account maintenance requests and in line with policy.
- Ensure ’ Know Your Customer forms and mandates (including signature verification) are effectively processed.
- Ensure first level transaction call-over on daily transactions to promptly address identified gaps.
- Participation in testing of company's application and other automated platforms as they concern Operations.
- Perform other function as may be assigned by the Chief Operating.
Requirements
Qualification / Education:
- Bachelor's Degree or it's equivalent.
- A minimum university degree with a minimum grade of 2.2 - professional qualifications will be of high advantage.
- 2 - 5 years work experience.
Key Skills:
- Analytical/ Initiative Skills
- Excellent Interpersonal Skills & Good Customer Relations
- Strategic Orientation
- Ability to work under pressure
- Ability to work in team(s).
- Outstanding organizational abilities.
- Aptitude in decision-making and problem-solving.
- Working knowledge of data analysis and performance/operation metrics.