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3 weeks ago

Job Summary

The role is responsible for providing end-to-end customer service, lead management, and operational oversight at a designated satellite location. The position holder will attend to walk-in and referred clients, ensure accurate KYC data capture, guide customers through the loan process, and follow up on leads from various sales channels to drive loan conversions.

  • Minimum Qualification : Bachelors
  • Experience Level : Mid level
  • Experience Length : 3 years

Job Description/Requirements

1. Customer Care & Lead Management (Boda Logbook Satellite)

  • Attend to clients and those referred from all channels, capture correct KYC details.
  • Follow up on leads generated from all sales channels
  • Guide clients through the loan process and ensure quick turnaround time (TAT)
  •  Maintain excellent customer service standards and resolve in-branch queries


2. Technical Oversight

  • Conduct quality control checks to prevent theft, tampering, or poor placement
  • Provide basic technical training or demos to clients if required


3. Satellite Oversight & Field Supervision

  • Supervise daily activities in a designated satellite location
  •  Monitor channel performance(agent/FSO/Associations/Walk-in) lead flow, and prompt loan disbursements.
  • Coordinate logistics: tracker availability, documents, client visits, etc.
  • Act as the liaison between the satellite and main branch, ensuring targets and reports are aligned
  • Provide daily/weekly updates on performance, client feedback, and operational challenges


4. Branch Operational Support

  • Support the sales team in daily reporting, agent coordination, and tracker stock control
  • Escalate challenges from both the main branch and satellite promptly


Expected Competencies

  • Strong in customer communication and technical problem-solving
  • Ability to multi-task across field and in-branch roles
  • High level of integrity, ownership, and accountability
  • Basic familiarity with Excel Microsoft/Google Sheets for tracking and reporting.
  • 2-3years of experience in leadership.


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