Omf Client Relations Consultant (Wynberg)

Old Mutual Limited; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Cape Town seeks an OMF Client Relations Consultant to enhance customer experiences. The role involves managing customer needs, providing solutions, and maintaining CRM data for effective retention. A Matric qualification and strong communication skills are essential. Join our team to help shape Africa's financial future.

Qualifications

• Ability to effectively communicate with diverse customers.
• Strong problem-solving capabilities to address customer issues.
• Basic product/service information knowledge required.

Responsibilities

• Provide advanced product/service information.
• Process customer orders and manage expectations.
• Maintain quality data in CRM after customer interactions.

Skills

Action Oriented

Education

Matriculation Certificate (Matric)

Job description

OMF Client Relations Consultant (Wynberg)

Location: Cape Town

Type: Full Time

Posted Today

• 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.

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 customer’s requirements.
• Renewals: Provide exceptional service to customers to encourage continued use of the organization’s products/services.
• Operational Compliance: Develop 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 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

• Action Oriented

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• Matriculation Certificate (Matric)

Closing Date

• 28 October 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.

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.