Relationship Manager

Summary:
The Entry Level Relationship Manager plays a vital role in building and sustaining strong, trust-based relationships with members—particularly MSMEs and partner cooperatives—by driving onboarding, engagement, and ongoing support. This position is foundational to our mission of advancing financial inclusion and empowering local economies. As a trusted advisor, the Relationship Manager manages member portfolios with care, delivers tailored financial solutions, and contributes to the long-term resilience and growth of our community. Through proactive communication, data-informed decision-making, and collaboration with local stakeholders, the role strengthens our ecosystem and ensures members receive the support they need to thrive. This is a dynamic, growth-oriented opportunity for early-career professionals eager to make a tangible impact in financial services and community development.

Responsibilities:
  • Lead end-to-end member onboarding and relationship development to ensure seamless integration and long-term engagement
  • Manage and monitor member portfolios, tracking performance and identifying growth opportunities
  • Deliver personalized financial advisory services to support members’ business objectives and financial health
  • Coordinate the full loan application lifecycle, from submission to approval and disbursement
  • Maintain consistent, proactive communication with members to build trust and address needs promptly
  • Promote and support savings mobilization and investment product uptake across the member base
  • Ensure accurate and timely documentation, data entry, and compliance with internal and regulatory standards
  • Resolve member inquiries and issues with efficiency and empathy to enhance satisfaction and retention
  • Contribute to the design and delivery of member education and financial literacy programs
  • Develop and nurture strategic partnerships with local businesses, community organizations, and Agrico Hub initiatives
  • Prepare and submit regular reports on member engagement, portfolio performance, and growth trends


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