Job Vacancies at The Concept Group

Summary

• As a Product Manager specializing in asset-creation Products within our financial service organization, the incumbent will play a pivotal role in driving the development, enhancement, and management of our asset-creation product portfolio.
• This position requires a strategic thinker with a deep understanding of financial services, a passion for innovation, and the ability to collaborate across various teams to deliver market-leading solutions.

Duties and Responsibilities

• Product Strategy and Development
• Product Lifecycle Management
• Performance Monitoring and Analysis
• Financial Modelling
• Regulatory Compliance
• Cross-Functional Collaboration
• Research Tools and Methods
• Reporting and Recommendations

Experience and Skills

• Bachelor’s Degree in Finance, Business, or a related field. Relevant certifications (e.g., CFA, CFP) is a plus.
• Proven experience (2+ years) in product management within the financial services sector, with a knowledge of wealth management products.
• Strong understanding of financial markets, investment products, and regulatory frameworks.
• Excellent analytical, strategic thinking, and problem-solving skills.
• Exceptional communication and interpersonal skills to collaborate effectively with diverse stakeholders.
• Proven ability to manage multiple projects simultaneously and meet tight deadlines.
• Familiarity with agile development methodologies is an advantage

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JOB SUMMARY

• The Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments).
• He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.

DUTIES & RESPONSIBILITIES

• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Review loan agreements to ensure that they are complete and accurate according to policy
• Update account records, Compute payment schedules and transactions on ERP
• Confer with underwriters to aid in resolving loan application problems.
• Update job knowledge on types of loans and other financial services
• Assess customer needs, explore all options and introduce different types of loans
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
• Deposit mobilization to meet set targets

QUALIFICATIONS/REQUIREMENTS

• Proven working experience as a Loan Officer
• Familiarity with computers and banking applications/software
• Solid understanding of direct/indirect lending products and practices
• Customer satisfaction orientation and sales competencies
• BS degree in finance, economics or a related field