Financial Insight Zambia

As a Business Analyst at FIZ I;
● Conduct financial reporting 
● Research financial data
● Analyse the local business environment 
● Conduct financial statement analysis
● Author articles on the business environment in Zambia, that are published on fizambia.com .

Business Research Analyst

THE NATIONAL PENSION SCHEME AUTHORITY

As part of the customer service staff, my daily duties, to the least, included:
●Extensive management of siebel financial services system.
●To receive and assess both NAPSA and ZNPF claim forms.
●To conduct due diligence on claims received.
●To guide members on benefits accrued to them by following the Authority's laid down procedure.
●To attend to member KYC queries as and when they arise.
●To register new members.
●To renew member life pension and beneficiaries' certificates.
●Education of members and would-be employers on ECIS.
●Client/member relation management.

Customer Service Staff

Concept Pro Incorporation

As an Investment & Financial Business analyst, I was professionally Involved in the following:
● Financial statement analysis 
● Financial modelling
● On-boarding of green project developers.
● Investment appraisal and advisory
● Business research.
● Development of business proposal documents
● Facilitating meetings with project developers
● Client relations management.
● Enterprise start-up consultations.
● Private Financing Advisory Network ( PFAN ) project developers on-boarding.
● Identified discrepancies in financial data and recommended corrective actions to resolve them.
● Analyzed trends in financial performance to identify areas for improvement.
● Prepared detailed reports on financial status of clients' investments.
● Conducted research into industry-specific market conditions and competitor analysis.
● Drafted presentations summarizing key findings from financial analyses.
● Financial modeling; prepared monthly balance sheets, income statements, cash flow statements, budgets.
● Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
● Analyzed financial statements to assess company health and identify investment opportunities.
● Built and strengthened client relationships to form long-lasting, profitable bonds.
● Illustrated concepts with charts and graphs showing historical and forecasted trends.

Investment & Financial Business Analyst

Whence Financial Services (WFS)

● Developed loan documents and gathered necessary information from clients.
● Conducted credit checks to verify customer eligibility for loans.
● Reviewed financial statements and other records to assess customers' ability to repay loans.
● Provided advice and assistance to customers in order to help them make informed decisions regarding their loan options.
● Negotiated terms of repayment with customers who experienced difficulty repaying loans on time.
● Processed loan applications and submitted.
●Maintained up-to-date knowledge of lending regulations, policies, procedures, and products offered by the organization.
● Assisted customers with completing loan applications accurately and thoroughly.
● Advised clients on the best type of loan product that suits their needs.
● Analyzed customer's credit reports, income statements. in order to determine creditworthiness.
● Responded promptly to all customer inquiries regarding financing options and services provided by the company.
● Prepared periodic reports detailing progress towards meeting established sales goals for loans processed.
● Performed administrative duties such as filing paperwork, preparing letters of commitment and denial, sending out disclosure packages.
● Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
● Gathered and documented client financial information and application details meeting lending requirements and accurately representing client status.
● Analyzed potential marketing opportunities to develop future business prospects and build pipelines and supported offsite and outbound promotions and sales campaigns.
● Delivered high levels of customer service to facilitate smooth processes.
● Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.

Loan Consultant

Colwyn Foulkes Limited 

Plant Production Worker

Excel

Plant Production worker

A professional with experience working in pensions, investment consultancy and a financial lending institution. I have gained valuable skills that, to the least, include; financial modeling, financial reporting, business financial analysis, investment analysis, credit risk analysis, sales & customer relations management.

#OpenToWork

Taplio

Eric Kunda, FMVA®'s Linkedin Analytics

Eric Kunda, FMVA®

Want to drive more opportunities from LinkedIn?