Duduzile Mnisi

• Tracked client satisfaction levels using surveys and feedback mechanisms, implementing improvements as needed.
• Greeted visitors and directed to appropriate locations.
• Enhanced client relations by addressing concerns and providing timely solutions to issues.
• Implemented strategies for improving customer retention rates by proactively addressing potential issues before they escalated into larger problems.
• I provided support and assisted the sales team in managing client relationships and ensured efficient task completion.

• Opened and managed checklists for client liaisons and sales reps for production jobs.

• Sourced and generated new leads for cold calls on behalf of sales reps.

• Handled sales inquiries and orders through phone and email.

• Performed general office administration, including filing and organizing.

• Coordinate with internal teams to ensure timely delivery of orders.

• Assisted sales teams with booking jobs and scheduling appointments.

• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
• Oversaw personal and professional calendars and coordinated appointments for future events.
• Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
• I was responsible for scheduling meetings with clients.

• Scheduled appointments for Financial Advisors.

• Prospecting new clients - Outbound calls.

• General Office Administration.

• Assisted with checking clients’ information on the customer relations management system - CRM System.

• Processed and executed financial advisor and client instructions.

• Filed documents in the system.

• Handled customer queries and reviews - Customer service.

• Scheduled meetings, processed emails, made phone calls, created reports, and prepared paper works.

• Tracked customers behaviour.

• Made out calls - Scheduled meetings with existing clients to do annual reviews with their Personal Advisors.

• X-Plan Data Entries and contact management.

• Assisted clients with policies which are in areas and have lapsed to get Financial Advisors to renew their policies.

• Email Management - Assisted clients who need loans

• Handled inbound prospect calls to provide product information, answer questions and resolve purchase hesitations.
• Developed strong relationships with clients, leading to increased repeat business and consistent sales growth.
• Achieved high levels of customer satisfaction through timely follow-ups and proactive problem-solving strategies.
• Developed working relationships with partners to merge and exchange consumer information and marketing data.
• Sharing my product knowledge to customers
• Assisting customers at all times with their stock requirements
• Ensuring that stock levels are maintained at all times
• Taking telephonic orders
• Dealing with customer queries and providing customers with solutions
• Ensuring that wholesalers have stock at all times
• Taking a stock on hands from wholesalers
• Sales administration
• Filing and Customer services