Relationship Managers (Locality Customer Success Agent) at Credit Direct Limited

Job Summary

This role is responsible for overseeing and nurturing relationships with associations within designated localities, with a focus on driving sales conversions and product adoption. The candidate will collaborate closely with Association Ambassadors to promote engagement and ensure successful product integration at the grassroots level. Success in this role requires strong relationship-building skills, local market insights, and a proactive approach to achieving sales and adoption targets within the community.

Job Details

Relationship Management and Engagement:

• Build and maintain relationships with association leaders and key members to foster trust and engagement.
• Resolve challenges and complaints from associations to ensure strong partnerships.
• Efficiently responded to, qualified, and tracked inbound leads and requests, ensuring timely follow-up and high conversion rates.
• Act as the primary liaison between the company and associations, addressing inquiries, concerns, and needs effectively.

Team Supervision and Training:

• Manage a team of Association Ambassadors, providing them with necessary support and resources.
• Conduct periodic training and informational sessions for both Association Ambassadors and association members.
• Facilitate smooth onboarding experiences for association members, ensuring they understand product offerings, usage, and benefits.
• Guide and support Ambassadors in promoting the company’s financial inclusion products to association members.

Collaboration and Coordination:

• Collaborate with the Business Development Lead on onboarding associations.
• Develop and execute local sales strategies aimed at increasing the conversion of association members into active customers.
• Work with the marketing team to design and implement locality-specific promotional campaigns.

Performance Tracking and Reporting:

• Track and report on sales conversion rates, gather feedback from association members, and monitor other relevant KPIs for reporting to the State Customer Success Agent (and the Head of the Financial Inclusion Unit when necessary.

Requirements

• Bachelor’s degree in Business Administration, Marketing and Sales, Finance, Accounting or a related field.
• Minimum of 3 years of experience in a related field within the financial services industry.

What to Expect in the Hiring Process:

• A preliminary phone call with the recruiter
• Technical interview 
• Assessment
• Interview with Senior members of the team
• Cultural and Behavioural Fit Interview with a member of the Executive team.