Refunds Consultant (Gauteng) at Telesure Investment Holdings (TIH)

JOB PURPOSE

Ensure valid and accurate processing of refunds against company policies and procedures.

Customer Relationships Development

• 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 Management (External and Internal)

• Help manage clients by carrying out standard activities and providing support to others. Provide feedback to customers within turnaround times.

Operational Compliance

• Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure. Ensure refunds are processed in line with policies and procedures to ensure validity and prevent fraud.

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.

Performance Management

• Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance.

Requirements

EDUCATION

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 1 (Advantageous)

General Experience

• 2-3 years' financial services experience (Essential)