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FINCA Uganda
Banking + 2 more
Description
The Remote Sales Officer (RSO) is responsible for driving loan disbursements through structured, proactive, phone-based engagement with pre-approved and repeat customers. He/She will be responsible for managing the full remote sales cycle, from initial outbound contact to loan disbursement or formal closure of the offer.
- Diploma or Bachelor’s degree in any Business-related field from a recognized institution.
- Experience in credit sales and customer service is an added advantage.
- Prior contact centre experience is not mandatory but will be considered an added advantage.
- Fluency in any two local languages is required
Responsibilities
- Conducting proactive outbound calls to pre-approved and eligible repeat customers based on centrally provided target lists
- Managing the full remote sales cycle from first contact to loan disbursement or closure of the offer
- Clearly explaining loan offers, eligibility criteria, pricing, repayment terms, and conditions, ensuring that customers fully understand and make informed decisions.
- Supporting customers through the remote loan application process and guide them in the next steps and conducting systematic follow-ups.
- Conducting loan application check list reviews to confirm completeness of documentation, accuracy and validity of the personal Know Your-Customer (KYC) information compliance with eligibility requirements and FINCA Uganda credit exclusion policies, and the accuracy of personal, business, and financial details.
- Conducting credit analysis on loan applications based on the financial information of loan applicants with FINCA Score 1 and Score 2
- Ensuring that all approved loans are appropriate in respect to the loan structuring terms and conditions.
- Performing structured follow-ups to maximize conversion and ensure timely disbursement
- Ensuring compliance with standardized scripts, policies and regulatory requirements
- Maintaining accurate and timely documentation of all customer interactions in the system
- Escalating complex cases, exceptions, or complaints to the supervisor when required
- Preparing and contributing to reports related to Remote Sales performance and activities
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