Customer Relationship Management / Account Management
Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Development / Prospecting
Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Customer Needs Clarification
Interview the customer, following a multi-level sales script, to clarify the customer's requirements.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Customer Relationship Management (CRM) Data
Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
Promoting Customer Focus
Assist with the development of internal communications and work collaboratively with colleagues to build strong external customer relationships and meet customer needs.
Operational Compliance
Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
Performance Management
Prioritize own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance.
Personal Capability Building
Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Education Post-Secondary Non-Tertiary Education Level 4