Customer Liaison Consultant â Finance / Investment Sector

Recruiter:

Time Personnel

Job Ref:

CPT004238/Meg

Date posted:

Thursday, February 20, 2025

Location:

Newlands, South Africa

SUMMARY:
Are you interested in joining a well-established National Investment Company to use your client services experience dealing with high end clients qualifying their requirements for large investments?
If you are studying part-time or have studied in finance, this is a great opportunity to start a new career in the investment sector.

This role will focus on qualifying leads and arranging meetings for the Sales team.
You will be part of a culture that promotes teamwork, ongoing learning, and personal growth in a productive environment.

POSITION INFO:
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

Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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