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Relationship Consultant

Relationship Consultant

NetcashWes-Kaap, South Africa
7 hours ago
Job description

About the Job

Job Purpose

The purpose of the Relationship Consultant role is to manage and maintain a client portfolio by providing an effective customer experience (CX).

Key and Routine Accountabilities

Portfolio Management

To manage and maintain a portfolio of clients (as allocated) by :

  • Serving as the primary point of contact, ensuring client service requests / needs are met or escalated (where required) promptly and professionally.
  • Establishing and maintaining strong relationships with clients to foster trust and loyalty.
  • Proactively communicate with clients to understand their requirements, challenges, and feedback.
  • Maximizing customer experience (CX), with a strong focus on always improving overall portfolio management and client retention.
  • Identifying opportunities to cross-sell additional Netcash products.
  • To effectively utilize the company CRM system daily.

Qualifications

Matric - Grade 12 Certificate

Certification / Diploma or Degree in business highly advantageous, or equivalent experience within the transactional / payments industry.

Skills and Knowledge

  • Strong interpersonal and communication skills, with the ability to build rapport and establish trust with clients;
  • Analytical and detail orientated;
  • Passionate about customer experience (CX);
  • Excellent relationship management and customer service abilities;
  • Excellent computer literacy and proficiency in using CRM systems and other relevant tools for managing client interactions and data;
  • Excellent listener;
  • Honest, reliable, and hardworking;
  • Excellent time management skills;
  • Excellent organizational skills and the ability to manage multiple client accounts simultaneously;
  • Ability to work independently and in a remote team environment;
  • Self-motivated;
  • Experience

  • Minimum 2-3 years of experience in relationship management, sales, or customer service, preferably within the transactional banking / payment industry experience.
  • Experience in accounting and payroll software (beneficial).
  • Website

    POPIA

    By responding to this publication and providing your personal information in the application thereof, you confirm your express and informed consent for Netcash (Pty) Ltd to collect and process your personal information which is relevant to the needs of the recruitment process, and not excessive.

    Employment Equity

    All candidates meeting the requirements of the specification must apply, but please note that vacancies shall be filled in accordance with the requirements of the company Employment Equity Plan.

    Diversity and Equal Opportunity

    Netcash is an equal opportunity employer that values diverse people with differing thoughts, cultures, upbringing, and world views. We know that this is what makes a truly successful business.

    Application Feedback

    If you do not hear back from us within two (2) weeks of applying please consider your application as unsuccessful for this particular vacancy.

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