Client Relationship Coordinator – Finance / Investment Sector

Western Cape, South Africa

Job Description

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: Basic plus commission
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Job Detail

  • Job Id
    JD1594874
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    R20,000-28,000 per month
  • Employment Status
    Permanent
  • Job Location
    Western Cape, South Africa
  • Education
    Not mentioned