Portfolio Management Trainee

6 days ago


Bengaluru, Karnataka, India Genpact Full time
About Us

Genpact is a global professional services firm that delivers outcomes that shape the future. Our team of 125,000+ professionals across 30+ countries is driven by our relentless pursuit of a world that works better for people. We serve and transform leading enterprises with our deep business knowledge, digital operations services, and expertise in data, technology, and AI.

Our Vision

We aim to create a dynamic work environment that values respect and integrity, customer focus, and innovation. Our team is committed to delivering exceptional results, building long-term relationships with clients, and making a positive impact on the communities we serve.

Job Description

We are seeking an experienced Portfolio Management Trainee - OTC to join our team. In this role, you will work closely with clients to manage high-volume accounts, ensure timely collections, and maintain strong customer relationships. Your analytical and decision-making skills will be essential in resolving discrepancies and improving reconciliation processes.

Key Responsibilities

- Manage a portfolio of OTC collection accounts and maintain regular communication with customers to resolve issues and disputes

- Collect past due invoices and invalid deductions via email, phone calls, or other agreed-upon methods

- Analyze customer behavior and trends to identify opportunities for improvement and optimize portfolio performance

- Perform regular reconciliations of general ledger accounts to ensure accuracy and completeness

- Investigate and resolve discrepancies between general ledger accounts and subsidiary ledgers

- Prepare and review reconciliation reports to ensure timely completion and accuracy

Requirements

- B. Com Graduate or equivalent experience

- Prior relevant work experience in account management, collections, or reconciliation

- Excellent interpersonal and analytical skills, with the ability to interact with clients at all levels of the organization

- Strong decision-making and problem-solving skills, with the ability to work under pressure and meet deadlines

- Proficient in using MS Office packages, particularly Excel, PowerPoint, and Outlook

What We Offer

As a Portfolio Management Trainee - OTC at Genpact, you will have the opportunity to work on challenging projects, develop your skills, and grow your career in a dynamic and supportive environment. You will also have access to comprehensive training programs, mentorship, and resources to help you succeed.

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