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Accounts Relationship Officer job at Finca



About the Organization:

FINCA Uganda is a subsidiary of FINCA Impact Finance and part of a network of 21 microfinance institutions and banks that provide socially responsible financial services that enable low – income individuals and communities to invest in the future. FINCA Uganda currently offers loans, savings and money transfer services in Uganda, one of the most competitive and dynamic microfinance markets in the world.

Job Description

An Accounts Relationship Officer plays a pivotal role in managing and nurturing relationships with clients, particularly in the financial sector. Their duties typically involve a combination of client management, sales, and administrative tasks aimed at ensuring client satisfaction and business growth.

CPA Uganda April 2024 Intake

Duties and Responsibilities

Client Relationship Management

Client Communication:

  • Act as the primary point of contact for clients, addressing their inquiries, concerns, and requests promptly and professionally.

  • Build and maintain strong relationships with clients through regular communication and interaction.

Needs Assessment:

  • Understand clients' financial needs, goals, and preferences through in-depth discussions and analysis.

  • Recommend suitable financial products and services to meet clients' needs and achieve their objectives.

Client Retention:

  • Proactively engage with clients to anticipate their needs and provide personalized solutions.

  • Implement strategies to enhance client satisfaction and loyalty, such as organizing client appreciation events or sending regular updates.

Sales and Business Development

Product Promotion:

  • Promote financial products and services offered by the institution to existing and prospective clients.

  • Identify cross-selling and upselling opportunities based on clients' financial profiles and objectives.

New Client Acquisition:

  • Prospect for new clients through networking, referrals, and other lead generation activities.

  • Develop and maintain a pipeline of potential clients and opportunities.

Revenue Generation:

  • Meet or exceed sales targets and revenue goals set by the institution.

  • Identify opportunities to grow the client base and increase the institution's market share.

Financial Analysis and Advisory

Financial Assessment:

  • Analyze clients' financial statements, credit reports, and other relevant information to assess their financial health and risk profile.

  • Provide insights and recommendations to clients on optimizing their financial strategies and achieving their goals.

Risk Management:

  • Evaluate and mitigate risks associated with clients' accounts and transactions.

  • Ensure compliance with regulatory requirements and internal policies related to client accounts and transactions.

Administrative Support

Account Management:

  • Open and maintain client accounts in accordance with regulatory requirements and institution policies.

  • Process account transactions, including deposits, withdrawals, transfers, and loan applications.


  • Prepare and maintain accurate records, documentation, and reports related to client accounts, transactions, and interactions.

  • Ensure compliance with documentation requirements and record-keeping standards.

Collaboration and Coordination

Interdepartmental Collaboration:

  • Collaborate with other departments, such as sales, operations, and compliance, to address client needs and resolve issues.

  • Coordinate with colleagues to ensure seamless service delivery and consistent client experiences.

Training and Development:

  • Stay updated on industry trends, products, and regulations through ongoing training and professional development.

  • Share knowledge and best practices with colleagues to enhance team performance and effectiveness.

Customer Service Excellence

Service Delivery:

  • Provide high-quality customer service to clients, demonstrating professionalism, empathy, and responsiveness.

  • Handle client complaints and escalations promptly and effectively, seeking resolution to ensure client satisfaction.

Feedback Collection:

  • Solicit feedback from clients on their experiences with the institution's products and services.

  • Use client feedback to identify areas for improvement and drive service enhancements

CPA Uganda April Intake 2024

Qualifications and Experience

How to Apply

We are looking for an Accounts Relationship Officer to nurture client connections and manage accounts.
Send your application to:

Deadline for Application

May 24, 2024

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