Customer Relationship Officer

Job Summary

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.

Job 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 in 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.
• Execute any other responsibilities as may be assigned to you by the Managing Director or the HODs.

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.
 

Skills/Knowledge

Communication (Listening and Verbal)
Negotiation Ability
Interpersonal
Leadership
Integrity
Team spirit
IT savvy

About Company

Meristem Securities Limited

https://meristemng.com/

<p>We are a capital market conglomerate, that provides a plethora of distinct financial services through a range of products in wealth management, stockbroking, financial advisory, trusteeship, registrars and probate management services. With these offerings we have continued to fulfill our promise of wealth creation, preservation and transfer for all clients.</p>