Client Relationship & Portfolio Officer – ISFinance
ISGROUP AFRICA is looking for a commercially driven and highly organized Client Relationship & Portfolio Officer – ISFinance to join our team in Kampala.
This is a strategic client-facing role responsible for managing, growing, and retaining the ISFinance client portfolio , driving loan renewals and repeat business, and identifying opportunities to cross-sell ISFinance and Insurance Solutions. Key Responsibilities
Manage and grow an assigned portfolio of ISFinance clients. Drive loan renewals, repeat business, and client retention . Build strong, long-term client relationships and ensure proactive client communication. Identify cross-selling and up-selling opportunities across ISFinance and Insurance Solutions. Own and maintain the ISFinance client database , ensuring accurate and up-to-date client information. Prepare daily, weekly, and monthly portfolio reports and performance analytics. Monitor portfolio performance, client activity, renewals, and emerging risks. Coordinate with Credit, Collections, Finance, Operations, and Business Development teams to ensure excellent client service. Who We Are Looking For
We are seeking an experienced professional with:
3–5 years' experience in client relationship management, portfolio management, banking, microfinance, SACCOs, lending, fintech, or related financial services. Proven experience in portfolio growth, loan renewals, customer retention, and repeat business . Strong commercial and business development orientation. Excellent communication, relationship management, analytical, and reporting skills. Strong proficiency in Excel, CRM, and client database management. A results-oriented, proactive, highly organized, and client-focused approach.
<