Client Relationship Management

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  Build and maintain strong relationships with clients to ensure satisfaction and loyalty.

  
  


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  Serve as the primary contact point for clients, addressing inquiries and resolving issues promptly.

  
  

Client Acquisition & Retention

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  Identify potential clients and promote the institution’s financial products and services.

  
  


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  Develop strategies to retain existing clients and expand the customer base.

  
  

Communication & Public Relations

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  Represent the institution professionally in all client interactions and community engagements.

  
  


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  Communicate effectively about loan terms, repayment processes, and other services.

  
  

Record Keeping & Reporting

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  Maintain accurate records of client interactions, feedback, and follow-ups.

  
  


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  Provide timely reports on client satisfaction and relationship management activities.

  
  

Support Credit & Field Officers

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  Collaborate with credit officers in loan recovery and repayment follow-ups.

  
  


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  Assist field officers in identifying client needs and ensuring smooth service delivery.

  
  

Compliance & Confidentiality

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  Ensure all client interactions comply with organizational policies and regulatory requirements.

  
  


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  Maintain confidentiality of client information at all times.

  
  

Customer Education

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  Educate clients on financial literacy, loan obligations, and responsible borrowing.

  
  


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  Organize meetings or workshops to strengthen client understanding of services.