Department: Sales & Marketing
Reports To: Sales and Marketing Team lead
Duration: 12 Months
Type: Contract (with possible renewal based on performance)
Job Summary:
We are looking for a motivated and articulate Relationship Officer to join our SACCO's Sales & Marketing team in Nairobi. The successful candidate will support efforts to promote our savings and loan products to both existing and prospective members through telephone outreach. You will play a key role in lead generation, product promotion, and member engagement to drive uptake of our financial services.
Key Responsibilities:
Make outbound calls to individuals and businesses to promote SACCO savings and loan products (e.g., Goal deposit accounts, Flexible Savings, Wallet accounts).
Explain product benefits, eligibility, and sign-up processes clearly and persuasively.
Follow up with leads and referrals to convert interest into active memberships or product sign-ups.
Keep accurate records of all calls, outcomes, and member feedback.
Support marketing campaigns by reaching out to target groups via phone.
Work with the marketing and customer service teams to resolve inquiries or escalate issues.
Deliver daily and weekly payments mobilization, and loan disbursement targets.
Requirements:
Diploma or Degree (completed) in Marketing, Business, Communication, Finance, or a related field.
Excellent spoken and written communication skills.
Friendly, confident, and persuasive on the phone.
Basic computer skills - Microsoft Office / Google Workspace.
High level of integrity and respect for member confidentiality.
Prior experience in a SACCO, bank, Microfinance, or customer service role is an added advantage.