OMF Client Relations Consultant Kimberley Diamond Pavilion

Old Mutual; Kimberley; On-site; ZAR 240,000 - 300,000; Full time

Job summary

A leading financial services company is seeking a customer service representative to enhance the customer experience in Kimberley. The role involves providing product information, resolving issues, managing customer relationships, and ensuring compliance with operational standards. Ideal candidates should possess a Matric Certificate and have strong communication and CRM skills.

Qualifications

• Matriculation Certificate (Matric) is required.
• Must have skills in Customer Service, CRM, and consultative selling.

Responsibilities

• Provide advanced product/service information and process customer orders.
• Respond to customer issues and escalate as needed.
• Enter information into the CRM system to maintain quality data.

Skills

Customer Service

Consultative Selling

Customer Relationship Management (CRM)

Complaint Management

Data Management

Digital Consumer Engagement

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

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; escalate 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 CustomerFocused 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

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Interpersonal Savvy

Nimble Learning

Education

Matriculation Certificate (Matric) (Required)

Closing Date

05 May 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.

The Old Mutual Story!

Required Experience :

Contract

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

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Consultant Kimberley • Kimberley, Northern Cape, South Africa