Client Success & Relationship Consultant

Old Mutual Finance (Pty) Ltd; Howick; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer service representative to deliver a positive experience, provide product information, and manage inquiries with a focus on accuracy and adherence to procedures. The role includes processing orders, handling returns, and escalating complex issues when necessary.

You will use CRM tools to enter data after each contact, qualify needs via a structured script, and seek opportunities to renew and upsell services.

Qualifications

• NQF Level 3 & NQF Level 2 - Below school leaving.

Responsibilities

• Provide advanced product/service information and resolve customer issues including returns and complaints.
• Record and process customer orders, guiding based on predefined options.
• Enter customer interactions into the CRM to support retention and business development.
• Build relationships with potential customers via phone or in person to support inquiries and upsell where appropriate.

Skills

Consultative Selling, Customer Service

Education

NQF Level 3 & Level 2 - Below school leaving

Tools

CRM Software

Job description

Old Mutual Finance (Pty) Ltd is seeking a customer service representative to deliver a positive experience, provide product information, and manage inquiries with a focus on accuracy and adherence to procedures. The role includes processing orders, handling returns, and escalating complex issues when necessary.

You will use CRM tools to enter data after each contact, qualify needs via a structured script, and seek opportunities to renew and upsell services.