Client Relationship Coordinator – Finance / Investment Sector
Newlands, Cape Town, South Africa
Job Description
Are you looking to join a well-established National Investment company where you can use your client service experience to engage with high-end clients and qualify their large-scale investment needs?
In this role, you'll focus on qualifying leads and scheduling meetings for the Sales team.
Our client based in Newlands has a supportive culture that values teamwork, continuous learning, and personal growth within a dynamic and productive environment.
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
- 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
Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
Skills Required
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Job Detail
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Job IdJD1594071
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationNewlands, Cape Town, South Africa
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EducationNot mentioned