We are looking for a motivated and experienced Client Relationship Officer (CRO) to join our team. You will be responsible for managing and maintaining strong relationships with our customers. You will communicate with our customers in a professional and courteous manner, as well as resolve customer issues and complaints.

• The CRO will manage a portfolio of clients and ensure their needs are met in a timely and efficient manner. This includes responding to client inquiries, resolving issues, escalation and doing follow ups.
• Engage all of our clients on a regular basis, conduct interviews in order to  identify, address any client concerns or issues and ensure customer satisfaction
• Develop presentations for new clients to help them understand how the Inkomoko capital can help them.
• Update clients and customers on their portfolio activity and success
• Develop and implement  marketing strategies to grow the customer base
• Build a strong customer relationship management strategy to ensure customer satisfaction
• Manage and triage customer support ‘incidents’ and escalations
• Maintain a perfect understanding of Inkomoko service offering to provide accurate presentations.
• Monitor and analyze results and Implementing changes accordingly
• Lead on-site customer meetings and training
• Use of Customer Support tools, procedures, processes, and metrics
• Represent Inkomoko in the local business community and at conferences or other events
• The CRO will work collaboratively with other members of the investment team to ensure that clients receive the best possible service and investment advice.
• Maintain and organize client investment files

Requirements

WHO WE ARE LOOKING FOR

The ideal candidate will fulfill the following requirements:

• Minimum of a Bachelor’s Degree in a related field
• A minimum of 4 years of experience in a client-facing role in financial institutions in Kenya
• Excellent communication skills, both verbal and written in English & Swahili. Local language is an added advantage.
• Understanding of micro-businesses, loans and savings products will be an addition.
• Must have excellent customer service skills to provide the best possible support and service to clients.
• Excellent computer skills, especially with MS Excel and Word
• Strong interpersonal skills.
• Strong presentation and organizational skills
• Ability to work well in a team environment and in a fast-paced environment
• Critical-thinker and problem-solver
• Shows perseverance, personal integrity, and critical thinking skills

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The Investment Operations Associate at Inkomoko plays a crucial role in ensuring the smooth functioning of the lending process, supporting the lending team, and providing excellent customer service to borrowers.

The following are some of the key responsibilities of an Investment Operations Associate are;

LOAN PROCESSING & CLIENT SERVICING (20%)

• Verify the loan applications and documentation
• Ensure compliance with the lending policies and regulations
• Prepare loan files for review by the lending team
• Respond & resolve customer inquiries, 
• Maintain a positive relationships with borrowers

DATA ENTRY & RECORD-KEEPING (45%)

• Enter accurate data into loan management systems
• Maintain loan records 
• Update borrower information
• Organize and maintain loan documents
• Ensure loan documents are filed correctly and can be accessed easily when needed
• Maintain accurate and up-to-date records of loan applications, processing, and disbursement

REPORTING & COMPLIANCE (25%) 

• Generate reports on loan applications, processing times, and other key performance metrics to assist in decision-making by the lending team
• Ensure compliance with lending policies, regulations, and procedures
• Communicate any issues to the lending team.

PROCESS IMPROVEMENT & COORDINATION (10%)

• Identify areas for process improvement and advise the team
• Recommend changes to improve the efficiency and effectiveness of the lending process
• Coordinate with other departments within the organization to ensure smooth functioning of the lending process

Requirements

Investment Operations Associate will be a trusted partner and basic qualifications Include:

• A University degree in Finance or other related field
• Must speak fluent English and Swahili
• Experience in loan management, microfinance, capital leases, and access to finance for Micro and Small businesses is STRONGLY preferred
• Prior experience dealing with customers/debt in a lending environment
• Prior experience in Loan management system software 
• Very strong attention to details and good follow through
• Comfort with the civil court system, and previous experience in litigation preferred
• Unrelenting perseverance, personal integrity, and critical thinking skills
• At least 2 years of work experience in relevant or applicable field
• Must be able to legally work in Kenya

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