Client Acquisition: Identify and attract new clients through targeted outreach, networking, and relationship-building activities.
Needs Assessment: Understand the financial or service needs of clients through effective communication and needs analysis.
Product Knowledge: Stay informed about the organizationʼs products or services, providing clients with accurate information and guidance.
Sales Support: Collaborate with the sales team to identify opportunities for upselling or cross-selling based on client needs.
Customer Education: Educate clients on various products or services, ensuring they have a clear understanding of features, benefits, and terms.
Problem Resolution: Address and resolve client concerns or issues promptly, maintaining a positive client experience.
Feedback Collection: Gather feedback from clients to identify areas for improvement and relay valuable insights to the relevant departments.
Sales Targets: Work towards achieving individual and team sales targets, contributing to the overall growth of the organization.
Market Research: Stay informed about industry trends, competitor offerings, and market conditions to provide relevant insights.
Documentation: Maintain accurate records of client interactions, transactions, and feedback in the CRM system.
Cross-Functional Collaboration: Collaborate with other departments, such as marketing, operations, and finance, to ensure seamless client experiences.
Networking: Attend industry events, conferences, and networking opportunities to expand professional connections and attract potential clients.
Compliance: Ensure all activities adhere to relevant regulations, policies, and ethical standards.
Communication Skills: Possess strong verbal and written communication skills to convey complex information clearly and persuasively.
Analytical Skills: Analyze client data and market trends to identify opportunities for business growth and improvement.
Apply via :
edenbridgecapital.co.ke
