OMF Client Relations Consultant (Atteridgeville Nkomo Village)

Old Mutual; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A prominent financial services provider in South Africa is seeking a dedicated customer service professional to enhance customer experiences and build strong relationships. The role involves addressing customer needs, processing orders, and resolving issues while ensuring compliance with organizational standards. Ideal candidates will have a Matriculation Certificate and strong skills in customer relationship management. This full-time position offers an opportunity to contribute to customer satisfaction and retention strategies.

Responsibilities

• Provide a positive customer experience by addressing customer needs and managing expectations.
• Record and process customer orders, selecting the best approach.
• Respond to customer issues including returns and complaints.
• Develop relationships by contacting potential customers.
• Ensure quality data entry into the CRM system after customer interactions.
• Clarify customer requirements by interviewing using a sales script.
• Provide exceptional service to encourage continued use of products.
• Adhere to company policies and regulatory standards.
• Participate in training to enhance process and technical skills.

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

Education

Matriculation Certificate (Matric)

Job description

Lets Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job 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 customers requirements.

Renewals

Provide exceptional service to customers to encourage continued use of the organizations products / services.

Operational Compliance

Develop working knowledge of the organizations 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.

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 Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

Matriculation Certificate (Matric)

Employment Type

Full Time

Vacancy

1

Closing Date

24 September 2025 23 : 59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Key Skills

• Customer Service
• Client Expectations
• Client Requirements
• Client Support
• Action Plans
• Issue Resolution
• Account Management
• Client Relationships
• Service Delivery
• Client Service
• Client Satisfaction
• Client Management
• Procedures
• Service Level Agreements
• New Clients