Client Success & CRM Consultant

Old Mutual Finance (Pty) Ltd; Bronkhorstspruit; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer service professional to provide information, process orders and resolve issues. You will engage with customers via calls and in person, build relationships, and maintain CRM data to support retention and business development.

The role emphasizes consultative selling, upselling, and adherence to company policies while delivering high-quality service and accurate data management.

Qualifications

• NQF Level 4 or equivalent and school leaving certificate.
• Proven ability to advise on products and services.
• Experience with customer inquiries, returns and complaints.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders using predefined options.
• Respond to basic and advanced customer issues, including returns and complaints.
• Make calls to allocated potential customers to build relationships.
• Enter customer contact data into CRM after each interaction.
• Clarify customer requirements using a multilevel sales script.
• Provide exceptional service to encourage continued product/service use.
• Follow policies, procedures and regulatory codes in daily work.

Skills

Consultative Selling

Customer Complaint Mgmt

Customer Feedback Mgmt

Customer-Focused

CRM Software

Customer Service

Sales Opportunities

Probing Questions

Upselling

Data Management

Digital Engagement

Relationship Building

Communication

Decision Making

Trust Building

Interpersonal Skills

Adaptability

Education

NQF Level 4 - Grade 12

Tools

CRM Software

Job description

Old Mutual Finance (Pty) Ltd is seeking a customer service professional to provide information, process orders and resolve issues. You will engage with customers via calls and in person, build relationships, and maintain CRM data to support retention and business development.

The role emphasizes consultative selling, upselling, and adherence to company policies while delivering high-quality service and accurate data management.