Client Relationship Coordinator

Recruiter:

Time Personnel

Job Ref:

CPT005079/Meg

Date posted:

Friday, January 16, 2026

Location:

Newlands, South Africa

SUMMARY:
Are you currently interacting with high-end clients, managing incoming enquiries?

Our client based in Newlands, Southern Suburbs requires a English and Afrikaans confident, mature individual who conducts the right attitude to draw in ongoing client relationships within the financial / investments sector setting up appointments for Management.

POSITION INFO:
REQUIREMENTS

Matric
Fully bilingual in English and Afrikaans
3 -5 years of experience in sales, lead generation, or customer engagement
Strong verbal and written communication skills
Confident, persuasive, and comfortable making outbound calls
Ability to ask the right questions to qualify leads effectively
Experience using a CRM system (preferred)
Self-motivated with a proactive and results-driven mindset

DUTIES

Lead Screening & Qualification
Contact new inbound and outbound leads to assess interest and suitability
Ask key questions to determine if leads fit our client profile
Log lead information accurately in the CRM system
Appointment Setting & Follow-Ups
Secure qualified meetings for the Sales team
Follow up with warm leads and nurture relationships over time
Ensure smooth handover of leads to the appropriate sales representative
CRM & Lead Tracking
Maintain detailed records of lead interactions
Provide feedback to sales and marketing on lead quality and trends
Identify potential improvements in the outreach process

Salary: Basic plus commission

Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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