New customer proposals, analysis of customer and business for facilities approvals. Supporting the unit to manage portfolios of clients with a focus on product usage, analytics support, and account renewal and retentionWork with other teams to ensure that all clients requests/inquiries are managed appropriatelyEnsuring compliance with credit guidelines and policies and appropriate documentation is in place.Generating financial ratios to evaluate customers' financial status and to determine the financial risks & Analyzing financial data such as income growth, quality of management, and market share and risk ratings to determine the pricing and expected profitability of the loans

Poses extensive knowledge in credit risk, credit documentation, collaterals and security documentation.New customer proposals, analysis of customer and business and recommending facilities for approval.Creating Credit Memo’s.Generating financial ratios, using computer programs, to evaluate customers' financial status and to determine the financial risks. Analyzing financial data such as income growth, quality of management, and market share and risk ratings to determine the pricing and expected profitability of loans. Ensuring compliance with credit guidelines and policies and appropriate documentation is in place. Ensuring proper management of credit documents (security, lodging). Guaranteeing compliance with set quality standards ensuring proper files management & ensure credit files are complete, have controlled access and are well-maintained.

Handling alternative investment portfolios.Researching companies.Making informed financial recommendations and decisions.Assessing and interpreting complicated financial information.liaising with clients.

Monthly and Final Accounts Preparation and Audit.Feasibility Studies and Project Appraisals.Financial Analysis.

Managing corporate portfolios and Portfolio Management Accounts.Equity Market Research.Weekly Market Reports on Colombo Stock Exchange and Global Markets.Shariah Screening of listed companies and preparation of quarterly white lists.Maintaining Shariah index based on Shariah compliant stocks in CSE.