Job Summary
Our client, a Financial Services Provider based in Big Bay, Cape Town is seeking a Customer Relationship Manager (CRM) to join their amazing team.
The employee should meet the following minimum requirements:
- Tertiary Degree or Diploma with NQFL4
- Passed the RE 5 FAIS Exam in short term insurance.
- 3 years work experience as a Credit Manager, Credit Supervisor or Trade Credit Insurance Broker
- Proven customer interaction skills
- Exceptional queries resolution skills
- Advanced computer skills, especially in Excel
- Applicants will be required to attend client meetings and have their own reliable transport.
Duties:
- The CRM acts as a Credit Manager, or Trade Credit Insurance Specialist.
- In the offering of outsourced credit management solutions, the CRM oversees interactions with clients.
- Provides advice on the customer's credit management processes, which typically includes credit assessment, various risk transfer strategies, credit control and external collections associated with credit extension.
- The position is available immediately, but allowances will be made for applicants who require resignation periods.
- Initial training will be provided with particular focus on specific systems, as well as ongoing training relating to Credit Management and Customer Relationship Management.