SHARON KANANGA OGARI

1. Customer Onboarding and Training:

Onboard and train customers on digital platforms.

2.Client Acquisition and Marketing:

Acquire new customers through marketing and institutional visits to private institutions, NGOs, parastatals, and government institutions.

Conduct strategic marketing drives and forums, including counties and schools.

3 Customer and Institutional Appraisal:

Facilitate MOUs and loan facilities through customer and institutional appraisals.

4.Loan Processing and Management:

Ensure timely loan approvals and disbursements within SLAs.

Compile loan applications for discussion at the Branch Credit Committee (BCC).

Complete loan contracts by explaining risks, reviewing applications, obtaining signatures, and batch proofing.

Review financial data to determine risk factors for decision-making at the

5.Arrears and Post-Disbursement Management:

Engage with customers daily to manage arrears.

Conduct post-disbursement visits to ensure customer satisfaction and compliance.

6.Client Assistance and Relationship Management:

Assist clients in determining the most suitable loan to meet their financial objectives and needs.

Promptly follow up on customer complaints until resolved.

Maintain and manage customer relationships to ensure satisfaction and loyalty.

7.Deposit Mobilization and Documentation:

Mobilize deposits

• Banking-Assisting in the creation of the bank's asset base through various services provided by the bank.

• Sales - Contribute to profit by meeting and exceeding sales targets and exceeding agreed-upon sales targets and outcomes on time

• Marketing- Increase customer base and revenue by recruiting new customers and growing existing customers.

Strategic Marketing-Implementing marketing strategies and industries to achieve sales goals

• Customer service- Proactively Serve customers at the customer care desk and action customer feedback to ensure customer satisfaction and growth

• Networking and Customer Relations - Support in Identifying and contacting potential customers, through networking initiatives and building relationships to generate future sales and repeat business

• Planning- Plan daily activities including customer visits and quantitative and qualitative objectives to achieve

• Banking-Assisting in the creation of the bank's asset base through various services provided by the bank.
• Sales - Contribute to profit by meeting and exceeding sales targets and exceeding agreed-upon sales targets and outcomes on time.
• Marketing- Increase customer base and revenue by recruiting new customers and growing existing customers.
• Strategic Marketing-Implementing marketing strategies and industries to achieve sales goals.
• Customer service- Proactively Serve customers at the customer care desk and action customer feedback to ensure customer satisfaction and growth.
• Networking and Customer Relations - Support in Identifying and contacting potential customers, through networking initiatives and building relationships to generate future sales and repeat business.
• Planning- Plan daily activities including customer visits and quantitative and qualitative objectives to achieve.