Client Service Consultant

Moladira Skills; Randburg; On-site; ZAR 167,000 - 246,000; Full time

Job summary

Moladira Skills seeks a client engagement professional in Randburg to convert leads into booked meetings for outbound bankers. You will present a compelling value proposition and maintain accurate pipeline updates.

Ideal candidates have banking experience, strong communication and relationship-building skills, and a target-driven mindset. Matric is required, NQF Level 5 preferred, with professional conduct aligned to banking standards.

Qualifications

• Experience in client engagement or call centre within banking essential.
• Matric is required; NQF Level 5 preferred.
• Experience across multiple banks is advantageous.

Responsibilities

• Engage with existing and prospective leads and convert to appointments.
• Present high-level value proposition and rewards to clients.
• Track and update leads in the pipeline daily and report on conversions.
• Maintain professional client service aligned to banking standards.
• Meet targets for booked appointments and lead conversions.

Skills

Banking experience

Communication skills

Relationship building

Target driven

Cross-bank experience

Education

Matric

NQF Level 5

Job description

Role Purpose

To engage with prospective clients, introduce and position financial value proposition, and convert leads into confirmed appointments for outbound advisors.
This is not a hard sales role, but requires strong client engagement, persuasion, and communication skills.

Key Responsibilities

• Contact and engage existing and prospective leads provided
• Present and “high-level pitch” value proposition and rewards
• Create client interest and secure commitment for face-to-face/telephone meetings
• Convert 50–60% of leads into booked appointments
• Ensure all leads are tracked, updated, and maintained in the pipeline daily
• Deliver exceptional client service aligned to banking standards
• Provide accurate reporting on performance, leads, and conversions
• Take ownership of personal performance and development

Ideal Candidate Profile

• Banking experience is critical
• Candidates who have worked across multiple banks will be beneficial
• Mature, self-managed, and professional individuals
• Strong communication, influencing, and relationship-building skills
• Comfortable working with targets and client engagement metrics

Minimum Requirements

• Qualification: NQF Level 5 preferred
• FAIS: Not required
• Prior experience in client engagement / call centre / banking environment
• Matric