Client Engagement OL Consultant

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

2855701165

Date posted:

Wednesday, May 6, 2026

Location:

Johannesburg, South Africa

SUMMARY:
-

POSITION INFO:

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.

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