Subscribe to daily business and company news across 19 industries
×Jonese Jonkers
Adviser support agent
Show profile Hide profile• Booking of appointments for financial planners
• Cold call calling
• Follow up surveys for clients who had appointments scheduled.
• Contacting clients on a daily basis (target driven environment)
• Provide efficient client service and be client centric so that the client will make use of us as their preferred financial provider
- I have been up skilled to another department because of my performance.
February 2015 to date
• Retaining all Absa clients of Advisers exiting the business
- Respond to customer queries and address service complaints in a timely manner
- Refer/transfer customers to appropriate departments if outside my scope
- Utilize proactive persuasive skills to turn requests for disconnection into sales and save opportunities by identifying customer needs.
- Educate customers on active product features, service offerings and product value
• Booking appointments for WIMI financial advisers
• Setting up appointments for clients to meet with their relevant financial advisers
• Conduct follow up contact with client after scheduled appointment to obtain feedback on client experience
• Provide clients with correct information regarding their financial advisers.
• Contacting clients on a daily basis (target driven environment)
• Getting marketing consent from clients to be contacted
• Meeting call Quality requirement
• Provide efficient client service and be client centric so that the client will make use of us as their preferred financial provider.
• Ensure that any documentation requests are dealt with timeously and that call backs are auctioned on requested date and time.
• Assist client at point of contact and if unable to assist, ensure that the client is referred to the correct channel as per the documented process.
• Assist client by making every attempt to accommodate the client's language/needs/preferences.
• Update client experience script with accurate details obtained during follow up contact.
• Effectively transfer misdirected customer requests to an appropriate department.
• Other duties as assigned
• Booking of appointments for financial planners
• Cold call calling
• Follow up surveys for clients who had appointments scheduled.
• Contacting clients on a daily basis (target driven environment)
• Provide efficient client service and be client centric so that the client will make use of us as their preferred financial provider
- I have been up skilled to another department because of my performance.
February 2015 to date
• Retaining all Absa clients of Advisers exiting the business
- Respond to customer queries and address service complaints in a timely manner
- Refer/transfer customers to appropriate departments if outside my scope
- Utilize proactive persuasive skills to turn requests for disconnection into sales and save opportunities by identifying customer needs.
- Educate customers on active product features, service offerings and product value
• Booking appointments for WIMI financial advisers
• Setting up appointments for clients to meet with their relevant financial advisers
• Conduct follow up contact with client after scheduled appointment to obtain feedback on client experience
• Provide clients with correct information regarding their financial advisers.
• Contacting clients on a daily basis (target driven environment)
• Getting marketing consent from clients to be contacted
• Meeting call Quality requirement
• Provide efficient client service and be client centric so that the client will make use of us as their preferred financial provider.
• Ensure that any documentation requests are dealt with timeously and that call backs are auctioned on requested date and time.
• Assist client at point of contact and if unable to assist, ensure that the client is referred to the correct channel as per the documented process.
• Assist client by making every attempt to accommodate the client's language/needs/preferences.
• Update client experience script with accurate details obtained during follow up contact.
• Effectively transfer misdirected customer requests to an appropriate department.
• Other duties as assigned
