Senior Portfolio Manager

4 days ago

Kolkata, West Bengal, India beBeeData Full time ₹ 6,00,000 - ₹ 12,00,000

Job Position: Data Analyst

Overview:

We are seeking a dedicated professional to manage and optimize direct mail marketing performance for credit bureau partnerships.

In this role, you will be responsible for the end-to-end targeting and campaign selection process for assigned bureaus. Your primary goal is to ensure the right customers receive the right offers at the right time—driving response rates, conversion rates, loan volume, and profitability.

You will combine data analysis (SQL, Excel) with strategic business decision-making, requiring strong technical skills and ability to interpret historical performance in context, account for anomalies, and forecast future outcomes with confidence.

Key Responsibilities:

  • Campaign Targeting & Selection
  • Pull and prepare data using SQL to identify target customers for direct mail campaigns.
  • Evaluate historical performance metrics such as response rate, approval rate, conversion rate, loan size, and payment performance.
  • Make informed selections for upcoming campaigns based on quantitative data and qualitative business context.
  • Performance Analysis & Optimization
  • Maintain and monitor performance metrics.
  • Identify and communicate trends, risks, and opportunities to stakeholders.
  • Recommend strategies to improve campaign performance and profitability.
  • Business Decision-Making
  • Use data-driven insights to influence credit policy and campaign execution.
  • Weigh trade-offs between targeting breadth, expected performance, and operational constraints.

Position Requirements:

Mandatory:

  • Experience: Minimum 3 years in managing portfolio performance and making business-driven credit policy decisions.
  • Business Acumen: Proven track record of interpreting data within a business context to make high-impact decisions.
  • Technical Skills:
  • SQL – Proficiency in writing complex queries to extract and manipulate large datasets.
  • Excel – Advanced skills, including pivot tables, calculated fields, and data visualization.
  • Python – Ability to run underwriting (UW) and response rate models to score customer populations for direct mail targeting.
  • Analytical Skills: Ability to identify performance drivers, isolate anomalies, and develop actionable recommendations.
  • Communication: Strong verbal and written English skills for presenting findings to non-technical stakeholders.

Preferred/Plus Factors:

  • Experience with direct mail marketing in a financial services context.
  • Familiarity with credit bureau data and segmentation strategies.
  • Understanding of consumer credit products, including installment loans and lines of credit.

  • Senior Portfolio Manager

    1 week ago

    Kolkata, West Bengal, India beBeePortfolio Full time

    Job DescriptionAs a key member of our team, you will be responsible for overseeing the collection process of allocated portfolios, ensuring timely resolution and recovery of delinquent accounts. Your expertise will play a crucial role in driving business growth and revenue through strategic portfolio management.

  • Portfolio Manager

    5 days ago

    Kolkata, West Bengal, India beBeePortfolio Full time

    **Job Overview**The primary role of this position is to manage Classic portfolios by acquiring new customers and enhancing existing relationships through cross-selling products and services. This includes identifying customer needs, recommending suitable solutions, and providing exceptional customer service.**Key Responsibilities**Acquire new Classic...

  • Lead Portfolio Manager

    54 minutes ago

    Kolkata, West Bengal, India beBeeExpert Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job DescriptionAs a senior leader in our organization, you will be responsible for driving growth in key loan portfolios. Your primary focus will be on leading lending operations in the Agri, MSME, and SME segments.The role requires strong leadership and business development expertise. You will be expected to build and maintain strong customer and...

  • Crypto Portfolio Manager

    10 hours ago

    Kolkata, West Bengal, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Do you want to be part of a vibrant community that thrives on digital assets?About the RoleWe are seeking seasoned professionals with expertise in cryptocurrency trading, analysis, and portfolio management to contribute to our platform.Publish and manage one or more investment portfolios focused on cryptocurrencies.Provide insightful updates, rationale, and...

  • Portfolio Growth Specialist

    3 days ago

    Kolkata, West Bengal, India beBeeManagement Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Senior Portfolio ManagerThis role involves overseeing mortgage portfolios and managing their growth in assigned branches or locations.Key Responsibilities:Review and assess complex loan applications, making decisions or recommending approval to higher authorities.Underwrite proposals according to policies and procedures, honouring SLAs and managing business...

  • Portfolio Insights Expert

    5 days ago

    Kolkata, West Bengal, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Forward-Deployed Analyst – Portfolio IntelligenceWe are seeking a highly skilled analyst to partner with portfolio managers, risk managers, analysts, and CIOs. The ideal candidate will have exceptional analytical skills, strong math and stats background, and deep investment fluency.Key Responsibilities:Work closely with senior stakeholders to design and...

  • Portfolio Manager Professional

    2 days ago

    Kolkata, West Bengal, India beBeeInvestment Full time ₹ 72,50,000 - ₹ 1,24,50,000

    We are seeking a highly skilled Portfolio Manager Professional to drive the expansion of our business.Key Responsibilities:Develop and implement effective strategies to acquire new clients through direct outreach, referrals, networking, and market mappingCultivate business development opportunities to grow the client base and Assets Under...

  • Real Estate Portfolio Manager

    12 hours ago

    Kolkata, West Bengal, India beBeeCommercial Full time US$ 7,20,000 - US$ 9,60,000

    Key Responsibilities:We are seeking a seasoned Commercial Asset Manager with extensive expertise in managing commercial real estate portfolios.The successful candidate will oversee and manage the day-to-day operations of our diverse portfolio, which includes office buildings, retail centers, industrial properties, and other commercial assets.Candidates...

  • Senior Relationship Manager

    4 weeks ago

    Kolkata, West Bengal, India Peoplemint Consultants Full time

    Hiring for " SENIOR RELATIONSHIP MANGER-MMG " in a leading Bank.Department : Corporate/Commercial BankingLocation -Kolkata / BangaloreReports to : Regional Head / MMG HeadGrade - SM /AVP /DVPExperience -5 plus in Large CorporatesJob Description :Manage and deepen relationships with large corporate clients (turnover > ₹1000 Cr).Source and structure complex...

  • Senior Relationship Manager

    3 weeks ago

    Kolkata, West Bengal, India Peoplemint Consultants Full time

    Hiring for "SENIOR RELATIONSHIP MANGER-MMG" in a leading Bank.Department: Corporate/Commercial Banking Location-Kolkata / Bangalore Reports to: Regional Head / MMG Head Grade- SM /AVP /DVP Experience -5 plus in Large Corporates Job Description: Manage and deepen relationships with large corporate clients (turnover ₹1000 Cr).Source and structure complex...