Client Relations Specialist: CRM & Solutions Lead

Old Mutual South Africa; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide exceptional service, understand customer needs, and guide them to the right channels. You will manage orders, resolve issues, and build lasting relationships while maintaining CRM data quality and regulatory compliance.

The role emphasizes proactive engagement, consultative selling, and ongoing personal development within a dynamic financial services environment.

Qualifications

• Proven ability to provide advanced product/service information.
• Ability to process orders and resolve basic to advanced issues.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders using predefined options.
• Resolve customer issues including returns and complaints.
• Develop customer relationships via calls and in-person meetings.
• Enter customer interactions into the CRM to ensure data quality.
• Clarify customer needs using multilevel sales scripts.
• Support renewals by delivering exceptional service.
• Adhere to organizational policies and regulatory codes.
• Pursue personal capability development through training.

Skills

Consultative Selling

Customer Relationship Management (CRM)

Customer Service

Data Management

Probing Questions

Upselling

Customer Understanding

Identifying Sales Opportunities

Customer Feedback Management

Digital Consumer Engagement

Sales Data Management

Strengthening Customer Relationships

Customer Complaint Management

Customer-Focused

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking a customer-focused professional to provide exceptional service, understand customer needs, and guide them to the right channels. You will manage orders, resolve issues, and build lasting relationships while maintaining CRM data quality and regulatory compliance.

The role emphasizes proactive engagement, consultative selling, and ongoing personal development within a dynamic financial services environment.