Description

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

•  Collate and analyze data using preset tools, methods, and formats. Involves working independently.
•  Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
•  Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
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•  Extract and combine data to generate standard reports.
•  Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships.
•  Act as a first point of contact for resolving customer queries and complaints.
•  Conduct comprehensive financial planning and advice services for more complex client situations.
•  Deliver mostly routine sales support services.
•  Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
•  Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Requirements

•  Grade 11

Skills & Competencies

•  Communicates Effectively
•  Customer Focus
•  Decision Quality
•  Ensures Accountability
•  Manages Complexity
•  Optimizes Work Processes
•  Plans and Aligns
•  Tech Savvy