Client Relationship & Portfolio Officer

About the role

ISGROUP AFRICA is seeking a commercially driven and highly organized Client Relationship & Portfolio Officer for its ISFinance division in Kampala. The role is strategic and client‑facing, focusing on managing, growing and retaining the ISFinance client portfolio while driving loan renewals, repeat business and cross‑selling opportunities.

Key responsibilities

• Manage and grow an assigned portfolio of ISFinance clients.
• Drive loan renewals, repeat business, and client retention.
• Build strong, long‑term client relationships and ensure proactive communication.
• Identify cross‑selling and up‑selling opportunities across ISFinance and Insurance Solutions.
• Own and maintain the ISFinance client database with accurate, up‑to‑date information.
• Prepare daily, weekly, and monthly portfolio reports and performance analytics.
• Monitor portfolio performance, client activity, renewals, and emerging risks.
• Coordinate with Credit, Collections, Finance, Operations, and Business Development teams to ensure excellent client service.

Required profile

• 3–5 years of experience in client relationship management, portfolio management, banking, micro‑finance, SACCOs, lending, fintech or related financial services.
• Proven track record in portfolio growth, loan renewals, customer retention and repeat business.
• Strong commercial and business‑development orientation.
• Excellent communication, relationship‑management, analytical and reporting abilities.
• Strong proficiency in Excel, CRM and client database management.
• Results‑oriented, proactive, highly organized and client‑focused approach.

Required skills

• Excel
• CRM