
Website Momentum
Job Description:
Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.
Job Responsibilities:
- Cultivate and manage working relationships with a variety of stakeholders.
- Analyse, identify trends and report on team performance and productivity.
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
- Provide regular reports on delivery of services.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Identify operational efficiencies and make recommendations for improvement.
- Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
- Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
- Implement measures to address non-performance within the team.
- Regularly assess team members’ performance against targets and implement actions to increase performance.
- Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
- Maintain effective and efficient record keeping on the relevant system.
Job Requirements:
- Analytical skills
- Knowledge of the financial services industry
- Interpersonal skills
- Relationship building and networking skills
- Knowledge of the sales process and cycle
- Knowledge of relevant legislation
- Relevant product and process knowledge (Class of Business knowledge)
- Communication skills
- Computer skills
- Negotiation skills
Qualification & Experience:
- 3-5 years experience in a sales environment (essential)
- 2-3 years experience for the rendering of financial advice, as required by relevant regulatory body (essential)
- Diploma in business management or equivalent qualification
- Relevant legislative/regulatory exams or qualifications
- 1-2 years managerial experience (desirable)
- Grade 12 or equivalent qualifcation
Job Details:
Company: Momentum
Vacancy Type: Full Time
Job Location: Peninsula, Western Cape, SA
Application Deadline: N/A
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