Account Manager

Tugende is a for-profit social enterprise formally established in 2012 in Uganda. We use asset finance, technology, and a customer-centric model to help informal sector entrepreneurs dramatically increase their economic trajectory. Operating in Uganda and Kenya, our 460+ staff have served over 30,000 clients and are rapidly growing and innovating.

Account Manager

About the role

• The candidate in this position will be responsible for the end-to-end management of clients’ life cycles with the business, from client acquisition to completion or termination. The Account Manager will also be responsible for monitoring the performance of the portfolio. They will ensure that all responsibilities below are executed in alignment with related Policies.

• The successful candidate will exemplify and embrace Tugende’s Core Values of: Integrity, Empathy, Solutions   Oriented, Work as a Team and Always Growing.

Key Duties and Responsibilities

Customer Acquisition

• Marketing and sensitizing customers about existing company products and services.

• Acquisition of new clients (through stage visits, visiting business centers, repeat client engagements).

• Maintaining a maximum of 200 active leases.

• Sensitizing and driving cross-selling of additional products/ services according to the customer needs.

Vetting Clients and Guarantors

• Conducting loan vetting of clients in alignment with the company Credit policy (Stage visits, Home visits, and guarantor visits).

• Documentation and capturing of all vetting information in the CRM.

• System Approval of all vetted Clients.

Training and Administration

• Re-emphasise the initial training done by the Customer Relations Officer and take the clients once again through the following:

• Terms and reference of the asset acquisition.

• Responsibility of the guarantors and Tugende’s expectation of them in supporting the client.

• Payment terms – Prepayments and its benefits, non-payment and related penalty, acceptable payment channels, and non-cash tolerance.

• Re-emphasize Payment and the payment dates to avoid defaulting.

• Educate and train clients about the Maisha Assets Insurance and how it works.

• Enlighten clients on the reporting channels when their Assets have been stolen.

• Update the system when the clients and guarantors have completed the training.

• Advise clients on asset service schedules, health, and safety.

• Ensure all clients have their KRA PIN and National ID captured under their profile on the system.

Disbursement