Summary
Date Posted: Sunday, April 23 2023, Base Salary: Not Disclosed

JOB DETAILS:

Job Purpose:
Processing all transactions for Britam Asset Managers Company, and ensure that all customer queries and requests are carried out within the set guidelines and targets for Uganda.

Key Responsibilities:
• Handling all incoming customer queries and questions and resolving customer complaints
• Providing the appropriate service and information or referring clients to another department
• Referring problematic issues that they cannot solve to management
• Maintaining an accurate Customer Relationship Management (CRM) database by entering and updating client information
• Verify the documents and communicate on any non-compliant documents for follow up
• Timely processing customer’s redemption requests within the company’s TAT
• Adhering to a company’s policies and procedures at all times when assisting customers
• Be the first line contact for all the clients. Act as the focal point for all information about the clients and mobilize of company services.
• Ensure acquisition of full KYC for clients and carry out data entry
• Update client Reports and upload and index client information into Fortis.
• Coordinate with other Britam departments on activities and events
• Manage, update and track calendars
• Organize and manage BAM Uganda Events
• Comply with statutory and other relevant regulatory bodies in Uganda
• Delegated Authority: As per the approved Delegated Authority Matrix
• Performs any other duties as required

Key Performance Measures: As described in your Personal Score Card


Knowledge, experience and qualifications required:
• The applicant must hold a Bachelor’s degree
• Experience in customer care services is an added advantage
• 1 Year of related work experience
• Market knowledge and understanding of the financial services industry
• Good Interpersonal skills
• Effective communication and Customer relationship skills for long-term association.
• Problem Solving skills and attention to detail
• MS Office efficiency

Essential Competencies: Emerging Leaders in Britam need to:
• Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
• Ensure that department priorities are adhered to and effectively communicated;
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
• Embody a high performance, proactive culture;
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
• Effectively set and monitor priorities and objectives for more junior staff;
• Understand and communicate objectives in relation to the larger organisational impact;
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management;
• Appropriately model the company values while setting the pace and energy for delivering;
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness;
• Provide access to accurate and consistent information and services across all channels;
• Ensure a seamless experience for clients;
• Improve service delivery for clients;
• Engage in continuous brand building to become the trusted partners to clients.



Job Experience:No Requirements

Work Hours: 8

Level of Education: Bachelor Degree

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