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Portfolio Manager

  • Job Type Full Time
  • Qualification BA/BSc/HND
  • Experience
  • Location Abuja
  • Job Field Finance / Accounting / Audit&nbsp

Job Description

  • The main goal of this role is to generate more revenue for the company, to identify sales leads, pitch goods or services to new clients and maintain a good working relationship with new contact and come up with new sales ideas.
  • They are responsible for the evaluation and processing of loans and act as liaison between customers and the organization.
  • Using knowledge of the market and competitors, identify and develop the company’s unique selling propositions and differentiation.
  • Prospect for potential new clients and turn this into increased business
  • Deliver quality client service by ensuring that loan decisions are communicated effectively to clients in a timely manner.
  • Review of credit applications to ensure that all documents submitted by the client are complete.
  • Assessment of the client’s balance sheet performance, cash flow and streams of income
  • Participate in market storms, community fairs and cluster marketing
  • Interview loan applicants to determine financial eligibility and feasibility of repayment of loans
  • Opening loan applications and conducting loan analysis by visiting the business and household of clients.
  • Visiting the business of guarantors and preparing a complete loan assessment according to Winock’s credit procedures.
  • Ensuring punctual repayments of disbursed loans
  • Ensuring high quality standards of Winock’s credit portfolio.
  • Analysis of quantitative and qualitative data of client businesses and households
  • Prepare loan documents for credit review
  • Creation of leads account for customers on the CRM
  • Maintenance of portfolio to achieve desired PAR level.

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Method of Application

Job Description

  • Manage calendar and appointments
  • Schedule and organize travels, outings and meetings
  • Handle CEO’s phone calls during working hours.
  • Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.
  • Remind the CEO of deadlines and action points
  • Assist in preparing reports, plans, and presentations
  • Represent the CEO in management meetings
  • Keeping confidential information. Screening visitors and deciding if they should be allowed to meet with the CEO

Requirements

  • Have at least 5 years of experience in the financial services industry
  • Must be very professional and presentable
  • Have strong written and verbal communication skills
  • Very organized
  • Enjoy secretarial and administrative roles
  • Must be responsible
  • Have a positive attitude
  • Be confidential.

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