|
4 Relationship Officers -Sme job at Capital Solutions Financial Services Limited
Posted by: great-volunteer
Posted date: 2026-Apr-14
Location: Kireka, Kampala
4 Relationship Officers -Sme 2026-04-13T08:27:53+00:00 Capital Solutions Financial Services Limited https://cdn.ugashare.com/jsjobsdata/data/employer/comp_12566/logo/Capital%20Solutions.png https://www.csfinance.co.ug/ FULL_TIME Kireka Kampala 00256 Uganda Financial Services Accounting & Finance, Business Operations, Sales & Retail 2026-04-27T17:00:00+00:00 8 NUMBER: 04 DUTY STATION: KIREKA Job Summary:
The SME Relationship Officer is responsible for building and nurturing strong, lasting relationships with Small and Medium Enterprise (SME) clients. This role focuses on understanding the unique needs of each business and providing tailored financial solutions that support growth, sustainability, and long-term success. The officer will actively identify and onboard new SME clients, manage an existing portfolio, and ensure timely loan repayments while maintaining a healthy and productive client base Key duties, responsibilities, and deliverables. - Client Engagement & Relationship Management: Interact with SME clients to understand business needs and provide appropriate financial solutions.
- Business Development & Client Acquisition: Identify and onboard new SME clients through networking, referrals, and market outreach.
- Product Promotion & Advisory: Present and explain financial products tailored to SME business requirements to potential clients.
- Credit Analysis & Risk Assessment: Evaluate financial statements, cash flows, and creditworthiness of SME clients.
- Documentation & Compliance: Collect, verify, and maintain accurate client and loan documentation in line with policies.
- Loan Structuring & Processing: Design suitable loan facilities and repayment plans based on client cash flow cycles.
- Portfolio Monitoring & Management: Track loan performance and ensure timely repayments within the SME portfolio.
- Collections & Delinquency Management: Follow up on overdue accounts and negotiate repayment arrangements where necessary.
- Client Advisory & Support: Guide SME clients on financial planning and business growth strategies.
- Reporting: Prepare and interpret reports to monitor portfolio health and support decision making.
Minimum Requirements - Qualifications: A Bachelor’s degree in Business Administration, Finance, Economics, or any other related business field.
- Experience: A minimum of 1 year of relevant work experience in a lending or banking institution under SME is required.
- Client Engagement & Relationship Management: Interact with SME clients to understand business needs and provide appropriate financial solutions.
- Business Development & Client Acquisition: Identify and onboard new SME clients through networking, referrals, and market outreach.
- Product Promotion & Advisory: Present and explain financial products tailored to SME business requirements to potential clients.
- Credit Analysis & Risk Assessment: Evaluate financial statements, cash flows, and creditworthiness of SME clients.
- Documentation & Compliance: Collect, verify, and maintain accurate client and loan documentation in line with policies.
- Loan Structuring & Processing: Design suitable loan facilities and repayment plans based on client cash flow cycles.
- Portfolio Monitoring & Management: Track loan performance and ensure timely repayments within the SME portfolio.
- Collections & Delinquency Management: Follow up on overdue accounts and negotiate repayment arrangements where necessary.
- Client Advisory & Support: Guide SME clients on financial planning and business growth strategies.
- Reporting: Prepare and interpret reports to monitor portfolio health and support decisionmaking.
- A Bachelor’s degree in Business Administration, Finance, Economics, or any other related business field.
JOB-69dca9090c4b4 Vacancy title:
4 Relationship Officers -Sme Jobs at:
Capital Solutions Financial Services Limited Deadline of this Job:
Monday, April 27 2026 Duty Station:
Kireka | Kampala Summary
Date Posted: Monday, April 13 2026, Base Salary: Not Disclosed JOB DETAILS: NUMBER: 04 DUTY STATION: KIREKA Job Summary:
The SME Relationship Officer is responsible for building and nurturing strong, lasting relationships with Small and Medium Enterprise (SME) clients. This role focuses on understanding the unique needs of each business and providing tailored financial solutions that support growth, sustainability, and long-term success. The officer will actively identify and onboard new SME clients, manage an existing portfolio, and ensure timely loan repayments while maintaining a healthy and productive client base Key duties, responsibilities, and deliverables. - Client Engagement & Relationship Management: Interact with SME clients to understand business needs and provide appropriate financial solutions.
- Business Development & Client Acquisition: Identify and onboard new SME clients through networking, referrals, and market outreach.
- Product Promotion & Advisory: Present and explain financial products tailored to SME business requirements to potential clients.
- Credit Analysis & Risk Assessment: Evaluate financial statements, cash flows, and creditworthiness of SME clients.
- Documentation & Compliance: Collect, verify, and maintain accurate client and loan documentation in line with policies.
- Loan Structuring & Processing: Design suitable loan facilities and repayment plans based on client cash flow cycles.
- Portfolio Monitoring & Management: Track loan performance and ensure timely repayments within the SME portfolio.
- Collections & Delinquency Management: Follow up on overdue accounts and negotiate repayment arrangements where necessary.
- Client Advisory & Support: Guide SME clients on financial planning and business growth strategies.
- Reporting: Prepare and interpret reports to monitor portfolio health and support decision making.
Minimum Requirements - Qualifications: A Bachelor’s degree in Business Administration, Finance, Economics, or any other related business field.
- Experience: A minimum of 1 year of relevant work experience in a lending or banking institution under SME is required.
Work Hours: 8 Experience in Months: 12 Level of Education: bachelor degree Job application procedure Qualified and interested persons can send their applications (cover letter, CV and copies, of their academic certificates in PDF as one document) to the Human Resources Officer, Capital Solutions Financial Services by Email to capitalrecruitement50 gmail. Eligibility: All qualified persons are encouraged to apply.
Applications are reviewed on a rolling basis; early submission is encouraged.
|