Financial Inclusion Officers

Posted Yesterday
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Kampala, UGA
In-Office
Entry level
Social Impact • Financial Services
The Role
Promotes group lending products by mobilizing prospective customers through community outreach, sales drives, focus groups, marketing activities, and door-to-door engagement. Provides financial literacy and group methodology training, supports group formation and governance, assesses client readiness, implements monthly action plans, and reports progress to branch leadership.
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JOB DESCRIPTION


Job Title:      Financial Inclusion Officers

Duty Stations: Ben Kiwanuka, Katwe, Nakulabye, Kawempe, Kireka, Mukono, Jinja, Kamuli, Mbale, Busia, Iganga, Lira, Gulu, Koboko, Arua, Nakasongola, Masindi, Hoima, Kabale, Mbarara, Masaka, Kyotera, Mityana, Fortportal, Mubende, Kiboga

Report to:        Product Associate – Group Lending

SUMMARY

The Financial Inclusion Officer (FIO) is responsible for promoting growth of clients and the portfolio in the group methodology through mobilization of new potential customers to grow the group lending portfolio and provide financial literacy trainings to the group customers as part of a preparation process as the clients take up FINCA credit group loans products.


Key Duties & Responsibilities:

1.      Together with the Branch Manager, drawing up monthly plans in the identified catchment locations where sales and marketing activities such as community sales drives, focus group discussions, marketing drives and door to door have been conducted.

2.      Together with the Branch Manager, drawing up a monthly 3 pack training session for each of the identified groups of potential customers for the group lending product to achieve the monthly required targets.

3.      Training.

·        Financial literacy training of Groups identified.

·        Training clients about the FINCA Uganda Self-Managed Group Product methodology.

·        Guiding group in selection of their leaders and group governance principles.

·        Emphasizing the group formation, cohesion/solidarity and record keeping during the trainings.

·        Evaluating of the readiness of the group members to take up FINCA financial services.

 4.      Implementing the schedule of action work plans agreed at the beginning of each month and providing weekly feedback to the Branch Manager with a dotted line to the Product Associate.

Competencies 

 To perform the job successfully, an individual should demonstrate the following competencies:

1.      Ability to ride a motorcycle  

2.      Excellent Sales and Marketing Skills

3.      Good interpersonal skills

4.      Excellent at Customer Service.

5.      Good Problem-Solving skills -.

6.      Accuracy

7.      Good at time Management

8.      Good communication skills

​

 QUALIFICATIONS AND EXPERIENCE

·        Diploma in Business, Marketing, Education or any other related field.

 Fluency in both English and local language in area of operation above.



Requirements
Competencies 

 To perform the job successfully, an individual should demonstrate the following competencies:

1.      Ability to ride a motorcycle  

2.      Excellent Sales and Marketing Skills

3.      Good interpersonal skills

4.      Excellent at Customer Service.

5.      Good Problem-Solving skills -.

6.      Accuracy

7.      Good at time Management

8.      Good communication skills

 QUALIFICATIONS AND EXPERIENCE

·        Diploma in Business, Marketing, Education or any other related field.

 Fluency in both English and local language in area of operation above.



Skills Required

  • Diploma in Business, Marketing, Education, or a related field
  • Fluency in English and the local language of the operating area
  • Ability to ride a motorcycle
  • Excellent sales and marketing skills
  • Good interpersonal, communication, customer service, problem-solving, accuracy, and time-management skills
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The Company
Puerto Gaitán
395 Employees
Year Founded: 1992

What We Do

FINCA Uganda is a community-based financial institution focused on financial inclusion for low-income individuals and communities. Launched in 1992 through a village-banking model, it provides business, agriculture, solar and education loans, savings, money transfers and related services. It also offers mobile banking, ATM access and financial-literacy training, helping customers strengthen financial health, build assets, support businesses and improve living standards.

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