Client Engagement Ol Consultant

Isilumko Staffing; South Africa; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Isilumko Staffing is seeking a Client Engagement Consultant in South Africa to join their dynamic financial services team. This role focuses on client engagement, product adoption, and upselling opportunities through outbound campaigns.

The ideal candidate will have a Grade 12 qualification and a financial degree, with a sales-driven mindset and strong communication skills. The position is targeted at graduates with up to 2 years of experience.

Qualifications

• Maximum 1-2 years of experience, preferably in client engagement.
• Ability to navigate banking products and assist clients effectively.
• Proficient in handling client queries through various communication channels.

Responsibilities

• Conduct outbound calls to onboard clients on banking products.
• Assist clients with app navigation and product understanding.
• Handle client queries via phone, email, and WhatsApp.

Skills

Strong communication skills

Sales-driven mindset

Administration skills

Education

Grade 12 (Matric)

Financial degree (FAIS Accredited qualification)

Job description

Overview

We are looking for a driven and client-focused Client Engagement Consultant to join a dynamic financial services team. This contract role focuses on engaging existing and new clients, driving product adoption, and identifying upsell opportunities through outbound campaigns.

Key Responsibilities

• Conduct outbound calls to onboard and engage clients on banking products
• Assist clients with app navigation and product understanding
• Handle client queries via phone, email, and WhatsApp
• Identify and execute upsell opportunities
• Perform retention (conservation) calls to prevent account closures
• Maintain accurate records of all client interactions and campaigns
• Meet service level agreements and quality assurance targets

Requirements

• Grade 12 (Matric)
• Financial degree (FAIS Accredited qualification)
• Maximum 1-2 years of experience (Please note this is a graduate opportunity)
• Strong communication and administration skills
• Sales-driven with a client-centric mindset