Client Relations & Growth Specialist

Old Mutual; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Customer Service Representative to enhance customer relationships and provide exceptional service. Responsibilities include processing customer orders, resolving queries, and maintaining CRM data. Candidates must have strong consultative selling skills and NQF Level 3 education. This role focuses on building customer loyalty and compliance with organizational standards.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders.
• Respond to basic and advanced customer issues.
• Make calls to allocated potential customers.
• Enter relevant information into the CRM system.
• Interview customers to clarify requirements.
• Provide exceptional service to encourage renewals.
• Develop working knowledge of organizational policies.
• Participate in training for personal capability building.

Skills

Consultative Selling

Customer Complaint Management

Customer Relationship Management (CRM) Software

Digital Consumer Engagement

Identifying Sales Opportunities

Upselling

Education

NQF Level 3

NQF Level 2 - Below school leaving

Job description

A leading financial services provider in South Africa seeks a Customer Service Representative to enhance customer relationships and provide exceptional service. Responsibilities include processing customer orders, resolving queries, and maintaining CRM data. Candidates must have strong consultative selling skills and NQF Level 3 education. This role focuses on building customer loyalty and compliance with organizational standards.