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| Designation: | Client Relationship Assistant |
| Department: | Operations |
| Section: | Field Management, Disbursement and Recovery |
| Reports To: | Area Incharge and Branch Incharge |
| Supervises: | – |
| Grade: |
Job Summary
- Manage task allocated by Branch Incharge
- Managing field visits and client communication
- Ensure compliance with policies and procedures
Essential Job Tasks
Client Relationship Assistant will be expected to perform the following activities:
| Serial | Activities | Frequency |
| General Role | ||
| 1. | Carry out the mobilization process on the direction of BI, obtain client feedback, identify potential clients and predict area demand. | – |
| 2. | Explain to customers the different types of finances and credit options that are available, as well as the terms of those services. | – |
| 3. | Meet with applicants to obtain information for finance applications and to answer question about the process. | – |
| 4. | Receive applications for business and/or housing and or other products from interested persons. | – |
| 5. | Analyse applicants’ financial status, credit and property evaluations to determine feasibility of granting finance. | – |
| 6. | Ensure their presence at the time disbursement and obtain client’s acknowledgement of receipt of facility either in cash or kind. | – |
| 7. | Oversee the process of disbursing finance and collecting repayments from borrowers. | – |
| 8. | Manage all communications with client and maintain all proper records and documentation | – |
| 9. | Communicate instalment schedules and recovery dates to client at the time of disbursement. | – |
| 10. | Visit client in case of default or late payment, visit clients personally and request for repayment or remind about the due instalment. | – |
| 11. | Review and update applicant’s files. | – |
| 12. | Review financing contracts to ensure that they are complete and accurate according to policy and verify use of finance monies. | – |
| 13. | Coordinate in the field with local organizations and authorities in maximizing the efficiency and success of our financing programs. | – |
| 14. | Offer suggestions on how to improve or modify the microfinance program. | – |
Key Relationships
CRA shall have the following key relationships with other roles and areas in the organization:
- Operations
Core Skills & Competencies
- Good communication and networking skills.
- Ability to develop good communication with client.
- Efficiency in communicating
- Excellent decision making power
- Excellent stakeholder management at a senior level
- Team Player with strong organizational skills
Qualification and Experience
- Skills in Management and Governance
- Interpersonal Skills
- Fluent in English
- Prescribe required years of experience in required field
Please send CV and motivation letter to [email protected] before September 23 , 2019