OMF Client Relations Consultant (Rustenburg)

Old Mutual Limited; Rustenburg; On-site; ZAR 260,000 - 480,000; Full time

Job summary

Old Mutual Limited in Rustenburg is seeking a Client Relations Consultant to provide superior customer service, manage inquiries, and build lasting relationships with clients. The role focuses on consultative selling, issue resolution, and CRM data entry to support retention and business development.

You'll handle orders, process information, and engage with customers to identify needs and opportunities while ensuring compliance with company policies.

Qualifications

• Experience in consultative selling and customer service.
• Ability to handle customer complaints and resolve issues.
• Experience using CRM systems to log interactions.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach.
• Respond to basic and advanced customer issues; escalate appropriately.
• Make calls to allocate potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact.
• Interview the customer to clarify requirements using a multilevel script.
• Provide exceptional service to encourage continued use of products/services.
• Develop and maintain knowledge of policies, procedures and compliance.

Skills

Consultative Selling

Complaint Management

Feedback Management

CRM Software

Customer Service

Data Management

Digital Engagement

Sales Opportunities

Probing Questions

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

OMF Client Relations Consultant (Rustenburg)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Client Relations Consultant (Rustenburg)Apply: Rustenburg: Full time: Posted Today: JR-85043**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**NQF Level 3 & NQF Level 2 - Below school leaving**Closing Date**10 November 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.***