255 Director Of Customer Experience jobs in South Africa
Client Relations Manager
Posted today
Job Viewed
Job Description
Job Description : Client Relations Manager REPORTS TO : Head of Operations OCCUPATIONAL LEVEL : Middle Management FUNCTIONAL AREA : SDC Skills Sales COMPANY : The Skills Development Corporation (Pty) Ltd LOCATION : 24 Achter Road, Paulshof, Sandton, Key Role Purpose
- Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.
- Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.
- Retain existing clients and drive new business growth.
Key Outcomes
- Leadership and Team Management
- Sales strategy and planning
- Sales performance and reporting
- Client Relations and Business Development
- Meeting and Project Management
- Training & Development
- General Duties Role Requirement Essence of the role / Key Accountabilities Key Activities Leadership and Team Management Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues Identifying, interviewing, and hiring new sales team members who meet the company's requirements Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge Sales strategy and planning Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads Creating and implementing comprehensive sales plans that align with the company's overall business strategy Sales performance and reporting Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts Client Relations and Business Development Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction Developing and implementing strategies to generate new leads and opportunities Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts Managing communications between key clients and internal teams Coordinate with company operations so that the client's expectations are met Develop initiatives to increase client satisfaction and retention Negotiating contracts with clients and establishing timeline of performance Meeting and Project Management Coordinate diaries of the sales team and self Conclude meeting / s with new, potential and existing clients Understand the needs and requirements of all new and potential clients Presentation of current offer / s to all new and potential clients Agree on proposal terms : Number of learners Demographics Onsite or offsite solution Qualification Payment terms Start date Appointments for all renewals must be set on the basis listed below : For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients' current program All renewal documentation must be completed no later than one month before the completion of the clients' current program Act as the key interface between the client and all relevant departments Manage a client's project / s from beginning to end Maintain and update client contact records Meeting all client needs and deliverables according to proposed timelines Client Proposal Complete a skills analysis for new / potential clients Draft and populate proposal as per the proposed terms discussed in the meeting Forward prepared proposal through to client with additional information required Follow up on the proposal after two days, if the client has accepted or not If the proposal is accepted, receive the signed proposal from the client, with the supporting documents : Tax Clearance Company Registration Documents Fixed Term Contract / s Letter of Delegation (if applicable) Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison) The induction email content forwarded to all HOD's, include : The signed proposal and supporting documents Demographics Qualification Contract dates Fixed Term Contract template Invoice terms Hosting of learner Payroll due date Workplace Health Plan (WHP) Training & Development
- Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role
- Continuously train and develop all the sales team and associates of the company
- Host a Skills Development Workshop annually General Duties
- Complete all tender applications for and behalf of the company
- Ensure all Service Level Agreements are completed, signed and stored
- Represent the organisation at sales and marketing conventions, trade exhibitions and other forums
- Complete monthly payment schedules for finance department
- Complete Supplier & Enterprise Development Contracts and reconciliations for loans
- Complete Sales team commission recons monthly
- Assist clients with information required for their B-BBEE Audit
- Bi-weekly meetings with all HOD's Job Specific Requirements Competencies (Knowledge, skills and attributes) Competency / Performance Drivers Technical / Professional Expertise Able to multi-task, prioritize and manage time efficiently Goal-orientated, organised team player Encouraging to team / staff, able to mentor and lead Excellent verbal and written communication skills Have excellent people skills and intuitive to client's business needs Highly self-motivated and self-directed Delivering Results and Meeting Client Expectations Knowledge and understanding of various legislation Problem solving skills Ability to function independently and under pressure and commit to deadlines Computer Literacy, with emphasis on Excel skills Strong negotiation skills, with ability follow through on client contracts Proven results of delivering client solutions and meeting sales goals Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities Acquire a thorough knowledge and understanding of key client needs and requirements Qualifications Minimum
- National Diploma in Sales and Marketing
- Business Administration
- Client Relationship Management
- Communications Ideal BCom Degree in business commerce, such as Sales and Marketing or Finance MDP B-BBEE Experience Minimum 3 / 4 years relevant managerial experience, with at least 3 years at middle management level Proven track record of sales successes Proven track record of meeting targets and generating new business Ideal
- A minimum of 5 years' experience, at senior management level with full competence as a Client Relations Manager / Sales Manager Remuneration
- Basic Salary – R35 ,00 to R50 ,00 (negotiable dependant on experience)
- Commission earned - paid monthly with salary package, dependant on monthly targets achieved
- Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded Disclaimer The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role.
It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications.
The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.
#J-18808-LjbffrClient Relations Liaison
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Client Relations Liaison role at Daisy Business Solutions .
Responsibilities- Building and maintaining relationships with clients/customers
- Conducting business reviews to ensure clients are satisfied with their products and services
- Alerting the sales team to opportunities for further sales within key clients
- Informing customers of new product offerings
- Attending meetings with clients to build relationships with existing accounts
- Achieving client relationship targets and KPI’s as set by the Head of Sales
- Working closely with Sales Managers and Sales Representatives
- Escalating and resolving areas of concern as raised by clients
- Carrying out client satisfaction surveys and reviews
- Passing leads to the sales team and following up on progress
- Liaising with internal departments to ensure client needs are fulfilled effectively
- Adhere to weekly appointment targets and sales GP targets
- Minimum Grade 12
- 2-3 years of sales experience
- Strong interpersonal skills and an ability to build rapport with customers
- Previous experience working as a client relations liaison or a track record of managing client relationships
- Hardworking with a strong work ethic
- Target-driven and competitive
- Must have your own vehicle
- Entry level
- Full-time
- Business Development and Sales
- Business Consulting and Services
Client Relations Manager
Posted 22 days ago
Job Viewed
Job Description
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Recruiter:
SDC Group (Pty) Ltd
Job Ref:
Date posted:
Friday, June 20, 2025
Location:
Johannesburg, South Africa
SUMMARY:
POSITION INFO:
Job Description:
Client Relations Manager
REPORTS TO:
Head of Operations
OCCUPATIONAL LEVEL:
Middle Management
FUNCTIONAL AREA:
SDC Skills Sales
COMPANY:
The Skills Development Corporation (Pty) Ltd
LOCATION:
24 Achter Road, Paulshof, Sandton, 2191
Key Role Purpose
- Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.
- Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.
- Retain existing clients and drive new business growth.
- Leadership and Team Management
- Sales strategy and planning
- Sales performance and reporting
- Client Relations and Business Development
- Meeting and Project Management
- Client proposal
- Training & Development
- General Duties
Essence of the role/Key Accountabilities
Key Activities
Leadership and Team Management
- Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues
- Identifying, interviewing, and hiring new sales team members who meet the company's requirements
- Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge
- Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals
- Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team
- Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads
- Creating and implementing comprehensive sales plans that align with the company's overall business strategy
- Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed
- Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales
- Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts
- Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction
- Developing and implementing strategies to generate new leads and opportunities
- Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts
- Managing communications between key clients and internal teams
- Coordinate with company operations so that the client’s expectations are met
- Develop initiatives to increase client satisfaction and retention
- Negotiating contracts with clients and establishing timeline of performance
- Coordinate diaries of the sales team and self
- Conclude meeting/s with new, potential and existing clients
- Understand the needs and requirements of all new and potential clients
- Presentation of current offer/s to all new and potential clients
- Agree on proposal terms:
- Number of learners
- Demographics
- Onsite or offsite solution
- Qualification
- Payment terms
- Start date
- Appointments for all renewals must be set on the basis listed below:
- For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above
- All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients’ current program
- All renewal documentation must be completed no later than one (1) month before the completion of the clients’ current program
- Act as the key interface between the client and all relevant departments
- Manage a client’s project/s from beginning to end
- Maintain and update client contact records
- Meeting all client needs and deliverables according to proposed timelines
- Complete a skills analysis for new/potential clients
- Draft and populate proposal as per the proposed terms discussed in the meeting
- Forward prepared proposal through to client with additional information required
- Follow up on the proposal after two (2) days, if the client has accepted or not
- If the proposal is accepted, receive the signed proposal from the client, with the supporting documents:
- Tax Clearance
- Company Registration Documents
- Fixed Term Contract/s
- Letter of Delegation (if applicable)
- Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison)
- The induction email content forwarded to all HOD’s, include:
- The signed proposal and supporting documents
- Demographics
- Qualification
- Contract dates
- Fixed Term Contract template
- Invoice terms
- Hosting of learner
- Payroll due date
- Workplace Health Plan (WHP)
- Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role
- Continuously train and develop all the sales team and associates of the company
- Host a Skills Development Workshop annually
- Complete all tender applications for and behalf of the company
- Ensure all Service Level Agreements are completed, signed and stored
- Represent the organisation at sales and marketing conventions, trade exhibitions and other forums
- Complete monthly payment schedules for finance department
- Complete Supplier & Enterprise Development Contracts and reconciliations for loans
- Complete Sales team commission recons monthly
- Assist clients with information required for their B-BBEE Audit
- Bi-weekly meetings with all HOD’s
Competencies (Knowledge, skills and attributes)
Competency / Performance Drivers
Technical / Professional Expertise
- Able to multi-task, prioritize and manage time efficiently
- Goal-orientated, organised team player
- Encouraging to team/staff, able to mentor and lead
- Excellent verbal and written communication skills
- Have excellent people skills and intuitive to client’s business needs
- Highly self-motivated and self-directed
- Delivering Results and Meeting Client Expectations
- Knowledge and understanding of various legislation
- Problem solving skills
- Ability to function independently and under
- Computer Literacy, with emphasis on Excel skills
- Strong negotiation skills, with ability follow through on client contracts
- Proven results of delivering client solutions and meeting sales goals
- Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities
- Acquire a thorough knowledge and understanding of key client needs and requirements
Minimum
- National Diploma in Sales and Marketing
- Business Administration
- Client Relationship Management
- Communications
- BCom Degree in business commerce, such as Sales and Marketing or Finance
- MDP B-BBEE
Minimum
- 3/4 years relevant managerial experience, with at least 3 years at middle management level
- Proven track record of sales successes
- Proven track record of meeting targets and generating new business
- A minimum of 5 years’ experience, at senior management level with full competence as a Client Relations Manager/Sales Manager
- Basic Salary – R35 000,00 to R50 000,00 (negotiable dependant on experience)
- Commission earned - paid monthly with salary package, dependant on monthly targets achieved
- Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded
The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.
Seniority level
- Seniority level Mid-Senior level
- Employment type Contract
- Job function Sales and Business Development
- Industries Advertising Services
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#J-18808-LjbffrClient Relations Manager
Posted 6 days ago
Job Viewed
Job Description
Job Description:
Client Relations Manager
REPORTS TO:
Head of Operations
OCCUPATIONAL LEVEL:
Middle Management
FUNCTIONAL AREA:
SDC Skills Sales
COMPANY:
The Skills Development Corporation (Pty) Ltd
LOCATION:
24 Achter Road, Paulshof, Sandton, 2191
Key Role Purpose
· Leads and manages a sales team to achieve company revenue targets by developing and implementing sales strategies, managing the sales pipeline, recruiting and training sales representatives, and motivating the team to generate leads and build client relationships.
· Understanding client needs, communicating effectively, and acting as a liaison between clients and internal teams.
· Retain existing clients and drive new business growth.
Key Outcomes
· Leadership and Team Management
· Sales strategy and planning
· Sales performance and reporting
· Client Relations and Business Development
· Meeting and Project Management
· Client proposal
· Training & Development
· General Duties
Role Requirement
Essence of the role/Key Accountabilities
Key Activities
Leadership and Team Management
• Overseeing the daily operations of the sales team, including managing the sales pipeline, coaching and mentoring sales representatives, and addressing performance issues
• Identifying, interviewing, and hiring new sales team members who meet the company's requirements
• Providing ongoing training and development opportunities for sales representatives to enhance their skills and knowledge
Sales strategy and planning
• Identifying and developing effective sales strategies, tactics, and processes to drive sales and achieve revenue goals
• Establishing realistic and achievable sales goals and quotas for individual sales representatives and the overall team
• Tracking and managing the sales pipeline to identify opportunities, forecast sales, and prioritize leads
• Creating and implementing comprehensive sales plans that align with the company's overall business strategy
Sales performance and reporting
• Regularly tracking and analysing sales performance data, identifying areas for improvement, and adjusting sales strategies as needed
• Generating reports on sales activity, analysing performance metrics, and providing regular forecasts of future sales
• Developing and managing the sales budget, ensuring that resources are allocated effectively to support sales efforts
Client Relations and Business Development
• Developing and maintaining strong relationships with key clients, understanding their needs, and ensuring their satisfaction
• Developing and implementing strategies to generate new leads and opportunities
• Collaborating with marketing, product development, and other departments to ensure alignment and support for sales efforts
• Managing communications between key clients and internal teams
• Coordinate with company operations so that the client’s expectations are met
• Develop initiatives to increase client satisfaction and retention
• Negotiating contracts with clients and establishing timeline of performance
Meeting and Project Management
• Coordinate diaries of the sales team and self
• Conclude meeting/s with new, potential and existing clients
• Understand the needs and requirements of all new and potential clients
• Presentation of current offer/s to all new and potential clients
• Agree on proposal terms:
• Number of learners
• Demographics
• Onsite or offsite solution
• Qualification
• Payment terms
• Start date
• Appointments for all renewals must be set on the basis listed below:
• For all SDC clients, irrespective of where the client is based, one client visit needs to be done per year, over and above the renewal meeting as stated above
• All client renewal visits must be set within a minimum period of 60 Days before the completion of the clients’ current program
• All renewal documentation must be completed no later than one (1) month before the completion of the clients’ current program
• Act as the key interface between the client and all relevant departments
• Manage a client’s project/s from beginning to end
• Maintain and update client contact records
• Meeting all client needs and deliverables according to proposed timelines
Client Proposal
• Complete a skills analysis for new/potential clients
• Draft and populate proposal as per the proposed terms discussed in the meeting
• Forward prepared proposal through to client with additional information required
• Follow up on the proposal after two (2) days, if the client has accepted or not
• If the proposal is accepted, receive the signed proposal from the client, with the supporting documents:
• Tax Clearance
• Company Registration Documents
• Fixed Term Contract/s
• Letter of Delegation (if applicable)
• Distribution of induction email to the various departments (Sourcing, Projects, Operations, Admin, Facilitation, Finance and SETA Liaison)
• The induction email content forwarded to all HOD’s, include:
• The signed proposal and supporting documents
• Demographics
• Qualification
• Contract dates
• Fixed Term Contract template
• Invoice terms
• Hosting of learner
• Payroll due date
• Workplace Health Plan (WHP)
Training & Development
· Keep up to date with legislative requirements on the B-BBEE Act, Skills Development Act, Skills Development Levies Act, The Income Tax Act, and any other Act as required for the completion of this Role
· Continuously train and develop all the sales team and associates of the company
· Host a Skills Development Workshop annually
General Duties
· Complete all tender applications for and behalf of the company
· Ensure all Service Level Agreements are completed, signed and stored
· Represent the organisation at sales and marketing conventions, trade exhibitions and other forums
· Complete monthly payment schedules for finance department
· Complete Supplier & Enterprise Development Contracts and reconciliations for loans
· Complete Sales team commission recons monthly
· Assist clients with information required for their B-BBEE Audit
· Bi-weekly meetings with all HOD’s
Job Specific Requirements
Competencies (Knowledge, skills and attributes)
Competency / Performance Drivers
Technical / Professional Expertise
• Able to multi-task, prioritize and manage time efficiently
• Goal-orientated, organised team player
• Encouraging to team/staff, able to mentor and lead
• Excellent verbal and written communication skills
• Have excellent people skills and intuitive to client’s business needs
• Highly self-motivated and self-directed
• Delivering Results and Meeting Client Expectations
• Knowledge and understanding of various legislation
• Problem solving skills
• Ability to function independently and under
pressure and commit to deadlines
• Computer Literacy, with emphasis on Excel skills
• Strong negotiation skills, with ability follow through on client contracts
• Proven results of delivering client solutions and meeting sales goals
• Knowledge and understanding of The BBBEE Act, The Skills Development & Skills Development Levies Act, The Income Tax Act, The New Minimum Wage Act, The Employment Equity Act, The Codes of Good Practice on People with Disabilities
• Acquire a thorough knowledge and understanding of key client needs and requirements
Qualifications
Minimum
· National Diploma in Sales and Marketing
· Business Administration
· Client Relationship Management
· Communications
Ideal
• BCom Degree in business commerce, such as Sales and Marketing or Finance
• MDP B-BBEE
Experience
Minimum
• 3/4 years relevant managerial experience, with at least 3 years at middle management level
• Proven track record of sales successes
• Proven track record of meeting targets and generating new business
Ideal
• A minimum of 5 years’ experience, at senior management level with full competence as a Client Relations Manager/Sales Manager
Remuneration
· Basic Salary – R35 000,00 to R50 000,00 (negotiable dependant on experience)
· Commission earned - paid monthly with salary package, dependant on monthly targets achieved
· Provident fund, disability & risk benefit after 6 months permanent employment – fully company funded
Disclaimer
The above job profile is intended to describe in general the nature and level of work performed by employees of the company assigned to this job role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. The Skills Development Corporation reserves the right to amend and change responsibilities to meet the needs of the business as necessary.
Client relations manager
Posted today
Job Viewed
Job Description
Client Relations Manager
Posted 7 days ago
Job Viewed
Job Description
We are searching for a Client Relations Manager. The successful candidate will be responsible for developing and maintaining relationships with Insurers, Brokers, and underwriting Managers. Also managing assessing administrators, ensuring the smooth running of Operations in order to optimise profits.
Key responsibilities:
Ensure requisite administration and authorisation takes place for validation of procurement process.
Ensure internal and external governance and compliance is always adhered to.
Provide superior liaison with external partners to retain current business and attract new business
Identify and report irregularities to risk management.
Ensure accurate administration of monthly payments and purchases.
Relevant tertiary qualification
National Senior Certificate (Grade 12)
3-5 years of General Management, Client and Customer Service experience
Salesforce and Zendesk experience advantageous
Microsoft Excel - Advanced
Reliable transport
Client Relations Consultant(JHB Southdale)
Posted today
Job Viewed
Job Description
Client Relations Consultant (JHB Southdale) role at Old Mutual South Africa. The position focuses on providing 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 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.
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Nimble Learning
Closing Date: 03 September 2025, 23:59
Closing Date03 September 2025, 23:59
Seniority level- Entry level
- Full-time
- Consulting, Information Technology, and Sales
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.
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Client Relations Consultant(JHB Southdale)
Posted 4 days ago
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Job Description
#J-18808-Ljbffr
OMF Client Relations Consultant (Thohoyandou)
Posted 6 days ago
Job Viewed
Job Description
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
na
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 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
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
03 September 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! #J-18808-Ljbffr
OMF Client Relations Consultant (Thohoyandou)
Posted 6 days ago
Job Viewed
Job Description
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 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 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 quality data for effective customer retention and business development.
- Customer Needs Clarification : Interview the customer, following a sales script, to clarify customer requirements.
- Renewals : Provide exceptional service to encourage continued use of the organization's products/services.
- Operational Compliance : Develop knowledge of organizational policies, procedures, and relevant regulations, adhering to mandatory standards.
- Personal Capability Building : Maintain and develop technical skills through participation in training and coaching.
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
03 September 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.
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