Retention Agent

Reference FCRA-0007
Region WC
City Cape Town
Contract Permanent
Hours Full time
Category Call Centre
Salary Negotiable
Apply By 2019-06-13
Job Commences 2019-05-16


We are looking for someone to work in a fast-paced call centre environment making outbound calls to existing customers who have recently obtained an account. The ideal Retention Agent would need to be based in Cape Town and be responsible for managing client relationships and ensuring that the client is informed of the up-to-date market information.


Duties (will include but not limited to):

  • Managing ongoing client relationships and portfolios
  • Keep abreast of market information and ensure clients are informed of these updates
  • Provide training to clients on the use of the platform and deposit process
  • Help maintain high levels of client acquisition, retention and reactivation
  • Ensure responsible trading and compliance with all regulations and company policies
  • Minimise chargebacks and withdrawals through ensuring compliance
  • Successfully present products by using effective sales and persuasion skills in addition to solid product knowledge
  • Collaborate with sales managers to upsell
  • Inform management of client risks
  • Working towards and achieving set sales targets given by management
  • Working professionally with retention-related departments
  • Ensure clients have real account balances in the market
  • Obtaining KYC documentation from clients
  • Complete special projects, and miscellaneous duties as prescribed by Management


Minimum Requirements:

  • Matric / Grade 12
  • 2+ years previous sales experience required and proven track record (in a commission-based environment)


  • Assertive, strong and confident
  • Capacity for listening, dealing and confrontation, and overcoming objections
  • Ability to work under pressure
  • Must be able to multi-task
  • Must be flexible and willing to adapt
  • Energetic
  • Punctual
  • MS Office and G-Suite

How to Apply

Please forward your CV to Should you not be contacted within two weeks, kindly consider your application unsuccessful.