Customer Service Officer at Meristem Securities Limited

Details

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.
• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
• Keep records of all conversations and update the CRM database and other databases in a comprehensible way.
• Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.
• Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.
• Comply with timelines as detailed under the organization manual.
• Build sustainable relationships and engage current and potential clients.
• Seize opportunities to upsell Meristem products, when they arise.
• Make outbound calls to aid bonding with clients.
• Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.
• Generate Income as earlier agreed in the attached schedules.
• Provide support for all client related activities.

Minimum requirements

• At least, 1 year of experience on a similar position in the banking sector/financial services sector
• A good first degree in Business Administration/Management Science/Social Science related discipline.