Portfolio Manager
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.
Method of Application
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.
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