Omf Client Relation Consultant (Tembisa Birch Acres Mall)

Old Mutual; Gauteng; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual in Gauteng is seeking a customer service professional to manage orders, resolve issues, and build relationships with clients. The role includes CRM data entry, upselling opportunities, and handling escalations to ensure high customer satisfaction.

Responsibilities cover information provision, data management, and adherence to regulatory and company procedures, with ongoing capability development and coaching to enhance skills.

Formación

• Experience in customer service and sales environments.
• Proficiency with CRM systems and data entry.
• Strong communication and problem-solving skills.

Responsabilidades

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Make calls to allocated potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact with a customer.
• Interview the customer to clarify requirements using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Develop knowledge of organizational policies and regulatory codes; adhere to procedures.
• Develop and maintain process or technical skills through training and coaching.

Conocimientos

Consultative Selling

Customer Complaint Management

CRM Software

Customer Service

Upselling

Data Management

Digital Consumer Engagement

Sales Opportunities

Educación

NQF Level 4 - Grade 12

National or Occupational Certificate

Descripción del empleo

Description

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Responsibilities

Product/Service Information

Provide advanced product/service information.

Customer Order Processing

Record and process customer orders, selecting the most appropriate approach based on predefined options.

Resolving Customer Issues

Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; elevate appropriately.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Customer Relationship Management (CRM) Data

Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Renewals

Provide exceptional service to customers to encourage continued use of the organization's products/services.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

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Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInstills TrustInterpersonal SavvyNimble Learning

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

03 November 2026 , 23:59