JOB DETAILS

1. Processing the payments and withdrawals of customers
2. Ensuring customer queries are answered to their satisfaction
3. Using computerised systems to access the details of customers
4. Promoting certain products and services
5. Handling customer complaints or handing them over to a supervisor.
6. Referring customers to individuals qualified to offer and sell regulated financial products
7. Generating and qualifying leads from cold calling
8. To make regular calls, as per the sales plan, and qualify leads from the database
9. Utilizing outbound telemarketing to create face-to-face appointments for the field sales team
10. Managing, tracking and following up on leads by calling them
FUNCTIONAL AREA
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