Customer Relationship Officer

Responsibilities:

Prospect, acquire, and onboard new SME customers. Promote loan and financial products and achieve monthly sales/disbursement targets. Manage assigned customer portfolios and monitor loan utilisation and repayments. Conduct client visits, business assessments, and post-disbursement monitoring. Support KYC documentation, initial credit assessment, and loan processing. Follow up on repayments and support collections and recovery activities. Build strong customer relationships and resolve customer complaints promptly. Identify cross-selling and portfolio growth opportunities. Ensure compliance with company policies, KYC/AML requirements, and credit procedures. Prepare regular reports on sales, collections, portfolio performance, and customer activities. Collaborate with Sales, Risk, Credit Administration, Operations, Finance, and Collections teams.

Requirements:

Bachelor’s degree in Business Administration, Finance, Accounting, Economics, Marketing, or a related field. 2–5 years’ experience in customer relationship management, sales, credit operations, or financial services. Experience in loan sales, SME lending, customer onboarding, collections, and portfolio management. Knowledge of KYC/AML, credit assessment, and loan processing. Professional certification in Credit, Sales, CRM, or Financial Services is an added advantage.