Retention / Sales Executive - Tracker
(2016-01)
- Contact clients to retain existing business and reduce cancellations.
- Explain product features and benefits to clients professionally.
- Review customer portfolios and provide suitable alternative options.
- Maintain service excellence during all customer interactions.
- Liaise with sales consultants, regional staff, and fitment centres.
- Prepare and send cancellation confirmations and settlement letters.
Customer Service Consultant - Absa
- Answer inbound calls according to call centre standards.
- Assist customers with complaints and general enquiries.
- Handle contract disputes and call retrieval requests.
- Provide suitable financial product information to clients.
- Maintain quality customer interactions to support service ratings.
- Ensure accurate handling of customer requests and records.
Multi Skilled Consultant - First National Bank (FNB)
(2013-03 - 2014-12)
- Process customer requests accurately and within required timeframes.
- Perform administrative duties and manage client transactions.
- Maintain productivity and quality standards.
- Handle escalation queries professionally and efficiently.
- Offer banking products such as cheque accounts, savings, and credit cards.
- Respond to client email enquiries and provide ongoing support.
Sales Consultant - Okeefe & Swarts
- Contact clients from various financial service providers.
- Offer financial products suited to client needs.
- Provide professional customer service to existing clients.
- Maintain positive client relationships.
- Explain product options clearly and accurately.
- Assist clients with general product enquiries.
Sales Consultant - DNA Telesales
- Contact clients who requested callbacks via SMS.
- Explain funeral plan options to clients and families.
- Assist clients in selecting suitable funeral plans.
- Capture and process policy information accurately.
- Send confirmation messages with policy details.
- Provide after-sales customer assistance where required.
Beauty Consultant - Stuttafords
- Advise clients on beauty products suitable for their skin type.
- Perform basic facials and makeovers.
- Recommend skincare products and explain usage.
- Maintain excellent customer service standards.
- Assist customers with product selection.
- Support sales targets through product knowledge and service.