Financial Portfolio Manager

3 days ago


Agra, Uttar Pradesh, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 15,00,000
Key Roles and Responsibilities

The ideal candidate will be responsible for overseeing the entire credit underwriting process, from policy development to monitoring portfolio performance.

Policy Development
  1. Develop comprehensive underwriting policies based on different product constructs
  2. Collaborate with data scientists to analyze underwriting models, validate performance, and identify areas for improvement
  3. Determine performance benchmarks and course of action in case of breach
  4. Automate credit policies to minimize manual intervention in assessing creditworthiness
Performance Monitoring
  1. Analyze portfolio performance, recommend policy changes to stakeholders based on outcome
  2. Conduct periodic credit reviews, analyze high-risk segments, and take actions to mitigate risks
  3. Monitor delinquent accounts to achieve industry standards/benchmark of delinquency
Partner Integration

Ensure seamless integration of new channel partners, focusing on:

  1. Understanding new partner products, target segments, and available information
  2. Requisitioning required data at time of application
  3. Creating policies based on product, information, and prevailing models
Relationship Management

Build and maintain strong relationships with partners, credit reporting agencies, and other stakeholders



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