Client Relations Consultant (Matsamo Mall)

oldmutual; Malalane; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual invites applications for a customer service professional focusing on product information, order processing, and relationship development. You will handle CRM data integrity, respond to inquiries, and contribute to retention and upselling opportunities.

Candidate to demonstrate consultative selling skills, data management and a strong customer focus within a compliant, process-driven environment. Location is Malalane, SA; close date 12 September 2026.

Qualifications

• Must haveMatric/NQF4 and basic professional certification where applicable.
• Experience in customer service and CRM usage is preferred.
• Ability to follow multilevel sales scripts and guidelines.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders per predefined options.
• Resolve customer issues including returns, exchanges, and complaints.
• Develop customer relationships via calls or in-person visits.
• Enter CRM data after every contact to maintain quality records.
• Clarify customer requirements through structured questioning.
• Support renewals with exceptional service.
• Adhere to organizational policies and regulatory codes.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Customer Service Operations

Customer Understanding

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Sales Data Management

Strengthening Customer Relationships

Upselling

Education

NQF Level 4 - Grade 12

Tools

CRM Software

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

• Product/Service Information: Provide advanced product/service information.
• Customer Order Processing: Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Resolving Customer Issues: Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escape appropriately.
• Customer Relationship Development / Prospecting: Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Customer Relationship Management (CRM) Data: Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Customer Needs Clarification: Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Renewals: Provide exceptional service to customers to encourage continued use of the organization's products/services.
• Operational Compliance: Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Personal Capability Building: Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Management (CRM) Software
• Customer Service
• Customer Service Operations
• Customer Understanding
• Data Management
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Sales Data Management
• Strengthening Customer Relationships
• Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

12 September 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!