Portfolio Manager – SME

Full Time 1 day ago Lusaka, Lusaka

Employment Information

Background

This role is responsible for managing and growing a portfolio of Small and Medium-sized Enterprise (SME) clients.

Responsibilities

Manage and grow a portfolio of Small and Medium-sized Enterprise (SME) clients by identifying business opportunities and developing strong client relationships.

Assess SME clients' financial needs, business operations and creditworthiness to recommend appropriate financial solutions.

Evaluate loan and credit applications by reviewing financial statements, business records, cash flows and other relevant documentation.

Monitor the performance of assigned client portfolios, track repayments and identify potential credit risks or signs of financial distress.

Develop strategies to attract new SME clients, retain existing customers and increase the profitability and overall performance of the portfolio.

Maintain accurate client and portfolio records, prepare periodic performance reports and ensure compliance with the company's lending policies and procedures.

Qualifications

Updated Curriculum Vitae (CV) highlighting relevant experience.

Clear copy of National Registration Card (NRC).

Any additional supporting documents demonstrating qualifications and suitability for the position.

Responsibilities

  • Manage and grow a portfolio of Small and Medium-sized Enterprise (SME) clients by identifying business opportunities and developing strong client relationships.
  • Assess SME clients' financial needs, business operations and creditworthiness to recommend appropriate financial solutions.
  • Evaluate loan and credit applications by reviewing financial statements, business records, cash flows and other relevant documentation.
  • Monitor the performance of assigned client portfolios, track repayments and identify potential credit risks or signs of financial distress.
  • Develop strategies to attract new SME clients, retain existing customers and increase the profitability and overall performance of the portfolio.
  • Maintain accurate client and portfolio records, prepare periodic performance reports and ensure compliance with the company's lending policies and procedures.

Skills

Qualifications

  • Updated Curriculum Vitae (CV) highlighting relevant experience.
  • Clear copy of National Registration Card (NRC).
  • Any additional supporting documents demonstrating qualifications and suitability for the position.

How to Apply

Job application procedure
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