Overview We are looking for a driven and client-focused Client Engagement Consultant to join a dynamic financial services team. This role focuses on engaging existing and new clients, driving product adoption, and identifying upsell opportunities through outbound campaigns. Key Responsibilities Conduct outbound calls to onboard and engage clients on banking products Assist clients with app navigation and product understanding Handle client queries via phone, email, and WhatsApp Identify and execute upsell opportunities Perform retention (conservation) calls to prevent account closures Maintain accurate records of all client interactions and campaigns Meet service level agreements and quality assurance targets Requirements Grade 12 (Matric) Financial degree (FAIS Accredited qualification would be preferred/advantageous) Strong communication and administration skills Sales-driven with a client-centric mindset Ideal Candidate You are confident on the phone, target-driven, and skilled at building rapport. You thrive in a fast-paced, performance-based environment and enjoy helping clients while identifying sales opportunities. #J-18808-Ljbffr
Client Engagement Ol Consultant
ISILUMKO STAFFING
johannesburg, johannesburg
Published 27 days ago
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