Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
Assess compliance with established standards and protocols for parts of routine inquiries.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Branch Operations
Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter.
Customer Relationship Management (CRM) Data
Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions.
Customer Needs Clarification
Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it.
Customer Relationship Development / Prospecting
Greet customers (on incoming calls or in store) and engage them in conversation to build rapport.
Document Preparation
Input content into standard templates. Also take responsibility for collating materials and photocopying them.
Business Meetings/Events Arrangement
Respond to requests for information about the availability of people or facilities to assist in arranging business meetings.
Operational Compliance
Follow a straightforward mandatory procedure to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Personal Capability Building
Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Requirements
Competencies
Communicates Effectively
Customer Focus
Ensures Accountability
Instills Trust
Interpersonal Savvy
Optimizes Work Processes
Plans and Aligns
Education
Matriculation Certificate (Matric)
Closing Date
10 June 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.
The Old Mutual Story!
Benefits
Equity / stock options
Additional Information
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
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Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.
Oldmutual · Cape Town, South Africa