Leads Management Specialist (Fixed-Term Contract)

Leads Management Specialist (Fixed-Term Contract)

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Job Description

Drive the success of lead generation and conversion initiatives.

Deliver high-quality leads that are timely and valid by making rapid first contact with potential clients, conducting thorough initial screening, and managing targeted lead campaigns that support business growth and retention objectives.

Requirements

Education

Bachelor's degree in Business Administration or a related field.

Experience

Minimum 2 years' experience in the Financial Services Industry.

1-2 years working experience in a similar environment (preferred).

Proven ability to drive the leads distribution process from plan to close.

Knowledge & Skills

Knowledge of customer experience techniques.

Knowledge of Financial institutions (advantageous).

FAIS and FICA knowledge (advantageous).

Experience within a Sales environment.

Competencies

Client Focus.

Performs well under pressure and maintains composure in challenging situations.

Excellent organisational and prioritisation abilities.

Collaborative team player with a supportive approach.

Driven to achieve results and meet performance targets.

Motivated by sales and growth opportunities.

Business Acumen.

Effective communication (written and verbal).

Relationship Building.

Openness to change.

Duties and Responsibilities

Manage leads generated from various campaigns with speed and precision, ensuring they are handled efficiently and effectively.

Foster strong, enduring relationships with customers by engaging meaningfully and understanding their needs.

Execute assigned tasks and deliver work outputs with accuracy and timeliness.

Resolve all lead-related queries and contribute to smooth and efficient value chain operations.

Maintain and update process documentation to keep it relevant and aligned with current practices.

Compile and prepare reports to support business insights and decision-making.

Accurately capture and update call outcomes in the system for follow-up or closure, ensuring detailed records of all member interactions are maintained.

Seniority Level

Entry level

Employment Type

Contract

Job Function

Legal

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