Client Engagement

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  Meet with clients regularly to explain products, services, and company policies.

  
  


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  Assist clients in completing necessary forms and documentation.

  
  

Credit and Loan Monitoring

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  Evaluate client eligibility for loans and financial services.

  
  


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  Monitor repayment schedules and follow up on overdue payments.

  
  

Market Research & Data Collection

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  Gather and analyze information on client needs, local communities, and competitors.

  
  


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  Submit accurate and timely field reports to management.

  
  

Business Development

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  Identify and recruit potential clients to expand the organization’s customer base.

  
  


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  Promote company products and services to increase sales and outreach.

  
  

Compliance & Reporting

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  Ensure all field activities are in line with company policies and regulatory standards.

  
  


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  Maintain proper records of client interactions and transactions.

  
  

Problem-Solving & Support

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  Address client complaints and escalate unresolved issues to supervisors.

  
  


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  Provide after-sales service and support to build long-term relationships.

  
  

Team Collaboration

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  Work closely with supervisors, credit officers, and other team members to meet targets.

  
  


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  Participate in training and capacity-building programs to improve performance.