Client Solutions & Relationship Advisor

Old Mutual South Africa

Ladybrand

On-site

ZAR 180,000 - 260,000

Full time

14 days+

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Job summary

Old Mutual South Africa is seeking a customer service and sales support professional in Ladybrand to carry out standard customer service activities, handle inquiries, and develop relationships with potential customers.

The role emphasizes data accuracy in the CRM, following multilevel sales scripts to clarify customer needs, and ensuring compliance with internal and external standards. This position will involve routine business development support and proactive problem resolution.

Qualifications

Customer service and sales support experience in a corporate setting is beneficial.
Ability to follow standard procedures and guidelines.
Experience with CRM and data accuracy is preferred.

Responsibilities

Carry out standard customer service activities and handle simple customer inquiries.
Assess compliance with established standards and protocols for routine inquiries.
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Make calls to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Carry out routine business development support tasks and assist others by following established procedures.
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.