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DFCU BankProfession (Banking, microfinance, insurance)
Industry (Accounting, finance, banking, insurance)
Seniority (Accounting, finance, banking, insurance, Banking, microfinance, insurance)
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DFCU Bank
Banking + 2 more
Description
Qualifications
- Bachelor’s Degree (Honours) in Business Administration, Commerce, Finance, Accounting, Economics, Statistics, or a related field.
- Professional banking, finance, or credit qualification is an added advantage.
- Three (3) years’ working experience in a financial institution with at least two (2) years’ working experience in customer relationship management & sales in Corporate and Institutional Banking
- Good understanding of corporate banking products, credit processes, and risk management principles.
- Ability to conduct client, industry, and market research and translate findings into actionable business insights.
- Strong analytical, problem-solving, and report-writing skills.
Responsibilities
- Serve as a key point of contact for clients by coordinating client requests, obtaining required information, resolving service issues, and ensuring timely delivery of banking solutions.
- Monitor client performance, portfolio quality, and risk indicators, proactively identifying emerging risks and escalating issues to Relationship Managers, Sector Heads, and relevant stakeholders.
- Support business development initiatives by maintaining pipeline reports, tracking deal progress, identifying cross-selling opportunities, and assisting in the execution of new transactions.
- Coordinate workflow and information exchange between Coverage, Credit, Operations, Risk, Legal, and other internal stakeholders to ensure efficient transaction execution and portfolio management.
- Prepare management reports, client reviews, portfolio analyses, and performance updates to support informed decision-making and achievement of business objectives.
- Support Relationship Managers and the Sector Head in managing and growing a portfolio of Manufacturing clients through proactive client engagement, relationship management, and identification of business opportunities.
- Conduct financial, client, industry, and market analysis to provide insights that support credit decisions, client strategy, business development, and portfolio management.
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