Client Engagement Consultant X5

3 weeks ago


Sandton, South Africa Discovery Ltd. Full time

**Business Unit**:Discovery Bank**Function**:Client Service**Date**:26 Apr 2024**About Discovery**
- Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.**About Discovery Bank**-
The **Client Engagement Consultant **is responsible for welcoming new clients that have joined the bank. The consultant will make outbound calls to new joiners to provide the client with more information about the banks products and rewards, help clients navigate the app and assist them with any additional queries. The consultant will be required to position an upsell to new clients that meet the upsell criteria. The consultant will also be required to conserve existing clients that want to close their account. The consultant will be required to co-ordinate their own administration and maintain accurate details and statistics of all queries.**Key Purpose**
- The key purpose for the consultant is to drive client engagement on the bank product by conducting welcome calls and conservation calls during which they will service any client queries, help the client navigate the bank offering and ensuring that the client is on the correct product based on the client profile.**Areas of responsibility may include but not limited to**
- Perform outbound calls to new clients joining the bank.
- Perform outbound calls to existing client wanting to close their account.
- Position an upsell to clients that meet the criteria.
- Keep accurate statistics of all welcome and conservation calls.
- Attending to general administration requirements of the client.
- Attends to requests from management.
- Escalate and follow up on any queries the team are unable to assist with.
- Ensures that current service level agreements are met.
- Achieve Quality targets set out in QA criteria.

**Personal Attributes and Skills**
- Attention to detail
- **Values Driven**:

- Committed to integrity and ethics in business
- Behaves consistently with Discovery Values
- **Optimistic**:

- Motivated by a positive future
- Energised by challenges
- **Learns on the Fly**:

- Embraces the unfamiliar
- Experiments to find solutions
- **Resilient**:

- Recovers quickly from setbacks
- Grows from negative experiences
- **Instils trust**:

- Follows through on commitments
- **People Savvy**:

- High EQ with low ego
- **Drives Results**:

- Energises self and others to achieve
- Consistently exceeds goals
- **Problem Solver**:

- Looks beyond the obvious
- Finds sustainable solutions

**Technical Skills**
- Business communication skills (verbal and report writing)
- Excellent written and verbal communication skills in English
- Excellent administration skills
- Sales skills
- Writes and speaks fluently, clearly, correctly and convincingly
- Able to speak English fluently

**Education and Experience (Preferred/Optional)**
- Essential qualification:

- Matric/Grade 12 and computer literacy (required)
- FAIS Accreditation (advantageous)
- At least 3 years customer service experience within the service environment
- At least 2 years retention or sales experience
- EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.



  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Connect**Function**:Banking**Date**:16 Apr 2024**About Discovery Connect Distribution Services** - Discovery Connect uses the world’s foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery’s products. We aim to cover one million lives by 2023 with our extensive...


  • Sandton, South Africa PRR Recruitment Services Full time

    Software consulting house is looking for a Consultant/Engagement Lead. Someone with strong experience Mining Technology. Engineering Degree is required Project Management qualification Previous mining exposure system optimisation exposure ideal candidate will be develop reports against timelines, URS and PEMS documents. Project closure reports is...


  • Sandton, South Africa PRR Recruitment Services Full time

    This well known IT company is looking for a Consultant/Engagement lead that will be based on site. I am looking for someone that has strong experience in Mining Processes and Optimisation Strong mining, applications development, optimisation implementation) Engineering degree/Diploma is requiredProject Management Beneficial min 5 years experience in...

  • Client Partner

    4 weeks ago


    Sandton, South Africa Dimension Data Full time

    FunctieomschrijvingThe Client Partner will be responsible for building commercial solutions for managed services and design deals that meet our client’s needs and ensure win/win solutions for both our clients and our business. Responsible for identifying, developing, and closing systems integration Managed Service and outsourcing projects. Involves...


  • Sandton, South Africa The New lovelife Trust Full time

    Khanyubomi Investments is looking to recruit experienced, detail-oriented, thorough, and organized Telecoms Sales Consultants to join our growing team. The successful applicant would be required to fulfil the following primary functions in a professional manner and with technical excellence: - Hunt for business, cold calling, create compelling sales pitches...


  • Sandton, South Africa Pele Energy Group Full time

    **The Role** **Knowledge Pele is seeking a highly skilled and motivated individual to join the Trusts and Foundations team as a consultant. The consultant will be responsible for assisting the team in developing and implementing research-based strategies for multiple Trusts, ensuring compliance, competitiveness, and effective implementation. This role...


  • Sandton, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: The main purpose of the job is to undertake the administrative functions of the department. This person will be comfortable working with a high degree of attention to detail. The position requires that you should be able to manage your time efficiently as you will collaborate with clients and colleagues in a fast-paced...

  • Service Consultant

    7 days ago


    Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Invest**Function**:Call Center / Contact Center**Date**:13-Apr-2023- Discovery - Invest | Service Support- Service Consultant**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core...


  • Sandton, South Africa SAP Full time

    Bring out your bestSAP innovations help more than four hundred thousand customers worldwide work together more efficiently and use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for...


  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Employee Benefits**Function**:Brokers (FAIS Accredited)**Date**:16 Apr 2024Achieve more than** **YOU BELIEVE** - Discovery Corporate and Employee Benefits Broker Services Consultant - **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in...


  • Sandton, South Africa Futurelink Global Recruitment Full time

    **Introduction** Our Client, based in Sandton Johannesburg, is looking for an experienced Business Development Consultant to join their team. **Duties & Responsibilities** - Meet and exceed quarterly and annual sales targets. - Develop and implement effective sales strategies to maximise revenue. - Maintain high levels of customer satisfaction. - Identify...


  • Sandton, South Africa Core Group Full time

    We are looking for Online Cellular Consultants to join our team! This position is the perfect starting point for a career in the world of online and mobile sales! We are looking for an energetic individual who can demonstrate strong capabilities within sales and customer relations. iStore is the home of everything Apple, and Africa’s largest Apple Premium...


  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Marketing**Function**:Client Service**Date**:23 Jan 2024- Discovery - Marketing - **Sales and Servicing Consultant - Sandton** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose,...


  • Sandton, South Africa BDO South Africa Full time

    BDO Johannesburg has a vacancy for a suitable qualified and experienced International Tax Senior Consultant or Assistant Manager. You will be part of the International Tax and Transfer Pricing team; you will inter alia be responsible for: Project involvement: Act as a point of contact within the firm, for the client together with the director. This...


  • Sandton, South Africa Dimension Data Full time

    FunctieomschrijvingThe role calls for a motivated and skilled Dynamics 365 F&O Functional Consultant to be a part of a dynamic D365 consultancy services team.  Duties & Responsibilities  The D365 Finance & Operations/Human Resources Functional Consultant will: Show expertise in any or several of the following D365FO functional areas: FinanceHuman...


  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Employee Benefits**Function**:Client Service**Date**:4 Sep 2023Achieve more than - *** **YOU BELIEVE** - Discovery - Employee Benefits Client Service Coordinator - **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals...


  • Sandton, South Africa TalentCru Full time

    The purpose of the Client Experience Management Specialist is to ensure that clients have a seamless experience throughout their journey with the client.The role is focused on enhancing employee engagement and consistency in delivery through implementing new ways of work, identifying, and implementing process improvement and opportunities to continuously...


  • Sandton, South Africa TalentCru Full time

    The purpose of the Client Experience Management Specialist is to ensure that clients have a seamless experience throughout their journey with the client. The role is focused on enhancing employee engagement and consistency in delivery through implementing new ways of work, identifying, and implementing process improvement and opportunities to continuously...


  • Sandton, South Africa Momentum Corporate Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group,the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Effective execution of...


  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Marketing**Function**:Marketing Management**Date**:12 Apr 2024- About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and...