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Western Cape: Customer Relationship Enquiries – Investment Sector posted by Time Personnel

Customer Relationship Enquiries – Investment Sector

Posted on 2025-03-09

Employer Time Personnel
Salary 0
Category Finance Accounting
Location Western Cape  /  Western Cape

Job Summary

REQUIREMENTS

  • Matric
  • Fully bilingual in English and Afrikaans
  • 1-3 years of experience in sales, lead generation, or customer engagement
  • Strong verbal and written communication skills
  • Confident, persuasive, and comfortable making outbound calls
  • Ability to ask the right questions to qualify leads effectively
  • Experience using a CRM system (preferred)
  • Self-motivated with a proactive and results-driven mindset

 
DUTIES

  • Lead Screening & Qualification
  • Contact new inbound and outbound leads to assess interest and suitability
  • Ask key questions to determine if leads fit our client profile
  • Log lead information accurately in the CRM system
  • Appointment Setting & Follow-Ups
  • Secure qualified meetings for the Sales team
  • Follow up with warm leads and nurture relationships over time
  • Ensure smooth handover of leads to the appropriate sales representative
  • CRM & Lead Tracking
  • Maintain detailed records of lead interactions
  • Provide feedback to sales and marketing on lead quality and trends
  • Identify potential improvements in the outreach process

 

Salary:

R negotiable dependent on experience
 
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