OMF Client Relations Consultant (Matatiele)

Old Mutual Limited; Matatiele; On-site; ZAR 260,000 - 360,000; Full time

Job summary

Old Mutual Limited in Matatiele is seeking a Client Relations Consultant to deliver a positive customer experience, handle inquiries, process orders, and build lasting relationships.

The role emphasizes consultative selling, CRM data entry, and resolving issues efficiently while adhering to regulatory codes and company standards. You will engage customers by phone or in person, identify sales opportunities, and contribute to customer retention and growth.

Qualifications

• Matric Certificate or equivalent required.
• Experience in customer service or call center preferred.
• Strong verbal and written communication skills.

Responsibilities

• Provide product and service information and resolve basic queries.
• Record orders and update CRM after each contact.
• Develop customer relationships via calls or in-person visits.
• Handle returns, exchanges, and complaints with escalation.
• Identify sales opportunities and upsell where appropriate.
• Ensure compliance with company policies and procedures.

Skills

Consultative selling

Complaint management

Feedback management

Customer focus

CRM software

Customer service

Data management

Digital engagement

Sales opportunities

Probing questions

Upselling

Customer relationships

Education

Matriculation Certificate

Job description

## OMF Client Relations Consultant (Matatiele)Applylocations: Matatieletime type: Full timeposted on: Posted Todayjob requisition id: JR-80453**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**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 InformationProvide advanced product/service information.## Customer Order ProcessingRecord and process customer orders, selecting the most appropriate approach based on predefined options.## Resolving Customer IssuesRespond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.## Customer Relationship Development / ProspectingMake 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) DataEnter 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## RenewalsProvide exceptional service to customers to encourage continued use of the organization's products/services.## Operational ComplianceDevelop 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 BuildingDevelop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.na**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)**Closing Date**11 August 2026 , 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.***