Onboarding Agent


Financial Services

Reports to

Accounts Receivable Associate

Grade XX

Direct Reports


Job purpose

The individual will work collaboratively with the financial services team to assist in upselling the FS products , manage both inbound and outbound calls by ensuring the customer inquiries are adequately answered to satisfaction.

Key duties and responsibilities

  • Upsell FS products and services
  • Manage the new credit customers acquisition.
  • Managing a whole lot of incoming and outgoing calls .
  • Educate the customers about the KYC requirements and credit application process.
  • Visiting the customers for physical credit evaluation process, activation of credit application and contract signing .
  • Document all call information according to standard operating procedures
  • Follow up customer calls where necessary
  • Complete call logs and reports
  • Monitor performance in conjunction with personal goals and business objectives
  • Other duties as assigned
  • Working relationships
  • Internal Relationships

The Onboarding Agent will be:

Directly accountable to the Accounts receivable Associate

  • Required to work with the Product, Technical and sales team
  • External Relationships
  • Customer focused
  • Knowledge, experience and qualifications required


  • High school or general equivalency diploma
  • Experience in sales, marketing, or customer service roles.
  • At Least 1 year experience in a call center, sales or marketing.

Skills and competencies

  • Proficient with computers and software such as Microsoft Office
  • Knowledge of customer service practices and principles
  • Superior listening, verbal, and written communication skills
  • Able to thrive in a fast-paced environment
  • Ability to work with little or no supervision
  • Must be self-driven at all times
  • Must have good data entry and typing abilities
  • Must be able to multitask and manage time properly and effectively







Job Details

Level : Entry level
Industry : Transportation
Salary : Confidential
Experience : None required
Applications : 7
Locality : Nairobi, Kenya
Eligibility : Diploma
Company : Kaziweza limite...
Posted By Kaziweza limite... / 08 Jun 2022

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