Strategic Client Relations Consultant

Old Mutual Limited; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking a customer-focused professional to provide advanced product information, process orders, and handle customer issues with escalation when needed. The role involves building relationships with potential customers, updating the CRM with every contact, and following a structured sales script to clarify customer needs.

The successful candidate will contribute to customer retention and business development while adhering to regulatory codes and company procedures.

Qualifications

• Experience in consultative selling and customer-service operations.
• Ability to handle customer inquiries, complaints and returns in a professional manner.
• Basic data management and CRM tool usage to maintain accurate customer records.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• Make calls (telephone or in person) to allocated potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact with a customer to ensure data quality for retention and business development.
• Interview the customer to clarify the customer's requirements following a multilevel sales script.
• Provide exceptional service to encourage continued use of the organization's products/services.
• Develop knowledge of policies, procedures and regulatory codes relevant to own work and adhere to standards.
• Develop and maintain excellent process or technical skills through training and coaching.

Skills

Consultative Selling

Customer Service

Customer Feedback Management

Customer Focus

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Upselling

Education

National Senior Certificate / Grade 12 or equivalent

Tools

CRM Software

Job description

Old Mutual Limited is seeking a customer-focused professional to provide advanced product information, process orders, and handle customer issues with escalation when needed. The role involves building relationships with potential customers, updating the CRM with every contact, and following a structured sales script to clarify customer needs.

The successful candidate will contribute to customer retention and business development while adhering to regulatory codes and company procedures.