Client Relations Consultant — CRM & Solutions Driver

Old Mutual Limited; Rustenburg; On-site; ZAR 260,000 - 480,000; Full time

Job summary

Old Mutual Limited in Rustenburg is seeking a Client Relations Consultant to provide superior customer service, manage inquiries, and build lasting relationships with clients. The role focuses on consultative selling, issue resolution, and CRM data entry to support retention and business development.

You'll handle orders, process information, and engage with customers to identify needs and opportunities while ensuring compliance with company policies.

Qualifications

• Experience in consultative selling and customer service.
• Ability to handle customer complaints and resolve issues.
• Experience using CRM systems to log interactions.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach.
• Respond to basic and advanced customer issues; escalate appropriately.
• Make calls to allocate potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact.
• Interview the customer to clarify requirements using a multilevel script.
• Provide exceptional service to encourage continued use of products/services.
• Develop and maintain knowledge of policies, procedures and compliance.

Skills

Consultative Selling

Complaint Management

Feedback Management

CRM Software

Customer Service

Data Management

Digital Engagement

Sales Opportunities

Probing Questions

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

Old Mutual Limited in Rustenburg is seeking a Client Relations Consultant to provide superior customer service, manage inquiries, and build lasting relationships with clients. The role focuses on consultative selling, issue resolution, and CRM data entry to support retention and business development.

You'll handle orders, process information, and engage with customers to identify needs and opportunities while ensuring compliance with company policies.