OMF Client Relations Consultant (Omf Boardwalk Mall)

Old Mutual; Gqeberha; On-site; ZAR 200 000 - 250 000; Full time

Job summary

Join a leading financial services organization as a Client Relations Consultant in Gqeberha. You will enhance customer experiences by providing information, managing orders, and resolving issues. This full-time role offers the opportunity to develop customer relationships and ensure compliance with organizational standards.

Qualifications

• Strong customer service skills required.
• Experience with CRM software is essential.

Responsibilities

• Provide advanced information regarding products and services.
• Record and process customer orders effectively.
• Resolve customer issues and escalate when necessary.

Skills

Consultative Selling

Customer Complaint Management

Customer Service

CRM Software

Upselling

Education

NQF Level 4 - Grade 12

Job description

OMF Client Relations Consultant (Omf Boardwalk Mall)

Location:

Port Elizabeth

Type:

Full-time

Posted:

Yesterday

Requisition ID:

JR-66393

Join Us in Writing Africa's Story!

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

Job Description

The role involves providing a positive customer experience by being helpful and sensitive to customer needs, managing expectations, and offering solutions. This includes directing customers to the appropriate channels in line with procedural, productivity, and quality standards. A good understanding of products and services is essential.

Responsibilities

1. Product/Service Information: Provide advanced information regarding products and services.
2. Customer Order Processing: Record and process customer orders, selecting the best approach based on predefined options.
3. Resolving Customer Issues: Respond to customer issues such as returns, exchanges, and complaints; escalate when necessary.
4. Customer Relationship Development/Prospecting: Make calls to potential customers to build relationships and serve as the first point of contact for queries and complaints.
5. Customer Relationship Management (CRM) Data: Enter relevant data into the CRM system after each contact to support customer retention and business development.
6. Customer Needs Clarification: Interview customers following a sales script to clarify their requirements.
7. Renewals: Provide exceptional service to encourage continued use of the organization’s products/services.
8. Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulatory codes.
9. Personal Capability Building: Engage in training and development activities to enhance skills.

Skills

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

Competencies

Action Oriented, Effective Communication, Customer Focus, Decision Quality, Accountability, Trustworthiness, Interpersonal Skills, Adaptability

Education

NQF Level 4 - Grade 12, School Leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

20 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

Old Mutual is a premier African financial services organization offering a wide range of solutions across 14 countries, including Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that a great customer experience starts with a great employee experience.