Client Solutions & Relationship Advisor

Old Mutual Limited

Bloemfontein

On-site

ZAR 180,000 - 240,000

Full time

5 days ago

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Job summary

Old Mutual Limited in Bloemfontein is seeking a proactive Customer Service/CRM specialist to support routine inquiries, qualify needs, and nurture client relationships. You will follow a multilevel sales script, receive visitors, and help resolve queries while adhering to compliance standards.

You will contribute to business development by identifying opportunities, logging follow-up actions, and maintaining accurate CRM data.

Qualifications

Education NQF Level 5 or higher is required.
Closing Date 19 September 2026, 23:59.

Responsibilities

Carry out standard customer service activities and handle simple inquiries.
Assess compliance with standards and protocols for routine inquiries.
Receive visitors and assist with information requests, referring complex matters.
Ensure CRM data is accurate and notes follow-up actions from each sales call.
Interview customers to clarify requirements using a multilevel sales script.
Make calls to potential customers to develop relationships and resolve queries.
Follow mandatory procedures to meet quality and regulatory standards.
Carry out routine business development support tasks per established procedures.
Identify potential customers by obtaining information and referrals.