OMF Financial Consultant ( Umhlanga Gateway)
Core
Provide advice on a specific range of financial products to an allocated market, handling customer inquiries and developing relationships to achieve sales results.
Role type
Financial Consultant (Sales & Customer Service)
Builds
Financial product sales and customer relationships
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Sales, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Numeracy, Interpersonal Relationship Management
Preferred skills
Experience in Retail, Banking & Financial Industries
Technologies
Spreadsheets, CRM systems
Responsibilities
Handle simple customer inquiries and resolve complaints, Interview customers using sales scripts to clarify requirements, Make calls to potential customers to develop relationships, Ensure accuracy of customer details in the system, Follow mandatory procedures and regulatory codes, Identify potential customers through referrals and data exploration.
Seniority
Junior, individual contributor