OMF Client Relations Consultant(Boshoff)

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 120 000 - 180 000; Full time

Job summary

A leading financial services provider in Pietermaritzburg is seeking a Client Relations Consultant. Responsibilities include providing exceptional customer service, resolving queries, and developing relationships with potential clients. The ideal candidate should have a Matric Certificate and possess strong consultative selling and customer management skills. This is a full-time entry-level position, suitable for individuals looking to start their careers in consulting and sales.

Responsibilities

• Provide advanced product / service information.
• Respond to customer issues, including returns and exchanges.
• Make calls to allocated potential customers to develop relationships.
• Provide first point of contact for customer queries and complaints.
• Enter information into the CRM system after customer contact.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

Customer Relationship Management (CRM) Software

Customer Service

Data Management

Upselling Competencies

Education

Matriculation Certificate (Matric)

Job description

OMF Client Relations Consultant (Boshoff)

Let's Write Africa's Story Together!

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

Job Description: 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

• 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; escape appropriately.
• 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.
• Enter relevant information into the CRM system after each contact with a customer to ensure the organization has quality data to enable effective customer retention and business development activities.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Provide exceptional service to customers to encourage continued use of the organization's products / services.
• Develop working knowledge of the organization's policies and procedures and regulatory codes of conduct relevant to own work, adhering to procedures to ensure own work is undertaken to the required standards.
• 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

Qualifications

Matriculation Certificate (Matric)

Employment Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Consulting, Information Technology, and Sales
• Location: Durban, KwaZulu-Natal, South Africa
• Closing Date: 09 November