Client Success Officer at Assets Microfinance Bank

Job Summary:

• The Client Success Officer is responsible for ensuring excellent customer engagement, relationship management, and service delivery to enhance client satisfaction and retention. This role involves engaging with customers through multiple channels, providing accurate information on products and services, and ensuring compliance with banking policies and regulatory requirements. The ideal candidate will be customer-focused, proactive, and committed to enhancing client satisfaction.

Job Description:

• Act as a primary point of contact for client inquiries, ensuring prompt resolution of issues.
• Develop and maintain strong relationships with clients to enhance satisfaction and loyalty.
• Assist customers with digital banking services, troubleshooting login and transaction issues.
• Resolve customer complaints effectively while maintaining a high level of service quality.
• Proactively identify opportunities for upselling and cross-selling banking products and services.
• Collaborate with internal teams to ensure seamless service delivery and problem resolution.
• Analyze client feedback and provide insights to improve customer experience and product offerings.
• Support onboarding of new clients by guiding them through banking processes and services.
• Track key performance metrics related to client satisfaction, retention, and revenue generation.
• Conduct periodic client reviews to assess needs and recommend tailored financial solutions.
• Ensure adherence to regulatory and compliance requirements in all client interactions.

Requirements:

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Minimum of 2–4 years of experience in client relationship management, customer success, or sales within the banking or financial sector.
• Strong communication, interpersonal, and problem-solving skills.
• Familiarity with banking products, financial services, and regulatory requirements.
• Analytical mindset with the ability to interpret customer data and provide strategic recommendations.
• Proficiency in CRM software and Microsoft Office Suite.
• Ability to work in a fast-paced environment and handle multiple client interactions effectively.