Account Management Agent

About the Role

The Account Management Agent at Tugende Limited plays a crucial role in maintaining and enhancing customer relationships within a dynamic financial services environment. This position is vital for ensuring that customers effectively manage their loans, fostering positive interactions that uphold Tugende’s commitment to integrity and customer empowerment. In the first few months, you will engage directly with customers, conducting vetting processes and responding to their needs, while also learning about Tugende’s innovative financial solutions designed to support entrepreneurs. This role not only focuses on account management but also emphasizes the importance of customer satisfaction and retention, making it integral to Tugende’s mission of financial inclusivity.

Key Responsibilities

• You will vet and onboard prospective customers by assessing their eligibility and verifying necessary documentation, ensuring compliance with Tugende’s credit policies.
• Your role will include managing customer loans throughout their lifecycle by monitoring repayments and promptly following up on any outstanding payments.
• As a key point of contact, you will address customer concerns effectively, escalating defaulting accounts when necessary to maintain portfolio quality.
• You will coordinate the management of customer incidents, including accidents and asset recovery, while supporting insurance claims to ensure customer assets are protected.
• A vital part of your job will be to maintain strong relationships with customers, understanding their evolving needs and gathering feedback to inform product offerings.
• You will ensure transparency by keeping accurate and up-to-date records of customer interactions and agreements within the CRM system, complying with Tugende’s documentation standards.

Requirements & Qualifications

• A minimum of A’ level education is required, with a preference for candidates with higher qualifications.
• At least one year of field-based experience in customer service or account management is essential for success in this role.
• Proven experience in loan management and collections is necessary, highlighting your capability to handle financial transactions and customer accounts.
• Excellent communication and interpersonal skills are a must, as you will be engaging with a diverse range of customers and stakeholders.
• Familiarity with lending products and financial services, as well as proficiency in CRM software, will enhance your effectiveness in this position.

What You’ll Gain

• You will develop strong customer relationship management skills that are invaluable in any financial service role.
• This position offers the opportunity to gain hands-on experience in loan management, enhancing your understanding of the financial services industry.
• Working in a team-oriented environment will help you build collaborative skills and foster a strong professional network.
• You will be part of a mission-driven organization, allowing you to contribute to financial inclusivity and empowerment in Uganda.

How to Apply

If you are ready to take on this exciting opportunity, please follow the application instructions provided. If an application link is available, you can apply directly by clicking: Apply here.