Eric Kunda, Fmva® Email and Phone Number

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 .

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'… Show more 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. Show less

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… Show more 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. Show less

● 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… Show more ● 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. Show less