Portfolio Manager Telemarketer

Job Description

We are in need of a proficient portfolio manager who will provide relationship management support for assigned portfolio of clients (and prospects) who are primarily active commercial real estate owners, investors and developers.

Duties

Assist and support in structuring and facilitating credit and non-credit product delivery.
Establish strong credibility with internal and external stakeholders (clients, colleagues, credit, and servicing) based on sound judgment and accurate and timely information sharing.
Carry out interviews to understand clients’ investment needs and make sure they are met.
Provide analysis of business and personal financial statements, and identification of transaction strengths and weaknesses to inform the deal structures, pricing and terms.
Design customized investment solutions for the clients.
Develop and manage sustainable investment allocations
Obtain loan request information from commercial lender or borrower to prepare cash flow analysis, analyse credit information, financial statements, tax returns and other related information pertaining to loans.
Regular checks with clients with respect to market conditions, economic trends and updated investment allocation.
Proactively manage the portfolio to both maximize profitability and ensure strong asset quality.
Serve as the trusted advisor to the clients and prospects.

Qualifications and Skills

Minimum of 5 years working experience in credit management, financial services or investment field, with a focus investment and portfolio management in micro finance banking.
Bachelor’s degree in Business, Finance or related field preferred.
Qualification in financial field will be an added advantage.
Excellent modelling, writing, presentation, communication and interpersonal skills.
Strategically minded, previous management level experience required
Strong legal documentation and transaction experience
High degree of efficiency in data interpretation and a penchant for research and analysis.

Salary The gross salary is N3.6M per annum.

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Applicants should send their CV’s to: jobs@simeonspivot.com

Apply via :

jobs@simeonspivot.com