Portfolio Manager
- Job Type Full Time
- Qualification BA/BSc/HND
- Experience
- Location Abuja
- Job Field Finance / Accounting / Audit 
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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