Senior Portfolio Executive

3 days ago

Agra, Uttar Pradesh, India beBeePortfolio Full time ₹ 3,75,00,000 - ₹ 5,00,00,000

Job Title: Portfolio Director

Role Summary:

We are seeking a seasoned executive to oversee a large-scale portfolio and lead a team of professionals serving Banking and Finance clients in the Data & AI space.

The ideal candidate will bring a strong background in management consulting, presales, and stakeholder management, along with proven experience in delivering complex solutions to Banking and Finance clients.

Main Responsibilities:
  • Project and Delivery Management:
    • Oversee end-to-end delivery across a portfolio of projects within the Banking and Finance sector.
    • Manage and lead a large team of resources, ensuring timely delivery, financial performance, and quality standards.
    • Ensure effective project governance, risk management, and escalation processes are in place for all projects.
    • Continuously monitor and improve delivery processes and methodologies to drive operational efficiency.
  • Stakeholder Management:
    • Serve as the primary point of contact for senior client stakeholders, including C-level executives.
    • Build strong relationships with clients to understand their strategic objectives and ensure alignment with delivered solutions.
    • Act as a trusted advisor, providing proactive solutions and insights to drive client success.
    • Conduct regular business reviews and ensure high levels of client satisfaction.
  • Management Consulting:
    • Provide expert consulting services to Banking and Finance clients, assisting them in transforming their business processes and IT strategies.
    • Identify opportunities to enhance service offerings and help clients navigate digital transformation and Data & AI initiatives.
    • Lead business analysis and problem-solving efforts, helping clients identify areas for optimization and innovation.
  • Sales and Business Development:
    • Lead sales activities, including solution design, proposal development, and client presentations.
    • Drive the expansion of the portfolio by identifying upselling and cross-selling opportunities within existing client accounts.
    • Participate in RFP responses, engage in client discussions, and create winning proposals that meet both client requirements and organizational goals.
  • P&L Management:
    • Own a large portfolio, ensuring profitability and responsible financial management.
    • Track financial performance, including revenue, margin, and cost optimization.
    • Monitor and control project budgets, identifying cost-saving opportunities without compromising delivery quality.
  • Team Leadership and Development:
    • Lead, mentor, and motivate a diverse team of project managers, consultants, and technical professionals.
    • Foster a high-performance culture through continuous learning, development, and employee engagement.
    • Support resource allocation and workforce planning to meet current and future project demands.
  • Process Improvement and Innovation:
    • Continuously assess and enhance delivery frameworks, methodologies, and tools to increase project efficiency and effectiveness.
    • Drive innovation by adopting emerging technologies and best practices in IT service delivery.
    • Ensure compliance with industry regulations and standards, particularly within the Banking and Finance Management sector.

  • Institutional Portfolio Strategist

    4 days ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000

    Portfolio Intelligence AnalystAs a portfolio intelligence analyst, you will be working closely with portfolio managers and other stakeholders to analyze portfolios, uncover alpha, beta, and idiosyncratic drivers.Key Responsibilities:Work directly with portfolio managers and risk managers to provide actionable insights that shape product and investment...

  • Capital Markets Portfolio Analyst

    3 days ago

    Agra, Uttar Pradesh, India beBeeInvestment Full time ₹ 3,60,000

    Job Opportunity:PipRaisers is a research-driven proprietary trading and portfolio mentorship firm focused on training the next generation of high-performance capital market professionals. We specialize in cross-asset research, portfolio construction, and execution-level decision-making across global equities, fixed income, and derivative markets.Track and...

  • Financial Portfolio Strategist

    6 days ago

    Agra, Uttar Pradesh, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Financial Portfolio Management ProfessionalWe seek an experienced project manager to lead the development and implementation of financial portfolio management strategies, focusing on cloud modernization and end user deployment.The successful candidate will collaborate with core business units, including financial risk management, to drive the modernization...

  • Product Portfolio Manager

    3 days ago

    Agra, Uttar Pradesh, India beBeePortfolio Full time ₹ 12,00,000 - ₹ 15,00,000

    Product Portfolio ManagerWe're building a renowned premium kidswear brand.As a Product Portfolio Manager, you'll balance fashion, analytics, and strategy. You'll oversee the product end-to-end:Pricing & Revenue OptimizationInventory Planning & ControlAssortment Strategy & Sales ExecutionCross-Functional CollaborationYou'll need 2–5 years of experience in...

  • Senior Portfolio Manager

    3 days ago

    Agra, Uttar Pradesh, India beBeeFinancial Full time ₹ 12,50,000 - ₹ 17,50,000

    The Investment Counsellor role is a vital part of our wealth management team.Location: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:This position involves providing personalized investment and financial planning services to clients, with a focus on assessing their financial needs, developing...

  • Senior Portfolio Manager

    2 days ago

    Agra, Uttar Pradesh, India beBeeFintech Full time ₹ 1,04,000 - ₹ 1,30,878

    Key Role ResponsibilitiesThe role involves assisting the field team at the zone level in acquiring and managing a portfolio from key focused industry segments and the Fintech space.Develop and implement new acquisition strategies targeted at specific industry segments and the Fintech ecosystem.Collaborate with Industry Associations and Fintech Forums to...

  • Senior Project Lead

    3 days ago

    Agra, Uttar Pradesh, India beBeeProject Full time ₹ 60,00,000 - ₹ 80,00,000

    Job OverviewThe Senior Project Lead is accountable for the end-to-end delivery of multiple projects spanning across various business domains.This role ensures effective resource management, schedules, and quality standards are met while adhering to global project management and governance guidelines.Key Responsibilities:Lead complex projects with complete...

  • Senior Regulatory Specialist

    4 days ago

    Agra, Uttar Pradesh, India beBeeRegulatory Full time ₹ 2,50,00,000 - ₹ 3,50,00,000

    Senior Regulatory SpecialistWe are seeking an exceptional Senior Regulatory Specialist to join our team in Mumbai.The ideal candidate will have a strong background in financial regulation, risk management, and compliance. They will be responsible for steering complex client engagements across regulatory supervision, policy formulation, risk management, and...

  • Senior Design Leader

    4 days ago

    Agra, Uttar Pradesh, India beBeeDesign Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Design LeaderJob DescriptionAs a senior design leader, you will be responsible for spearheading architectural and interior design projects from concept to completion. Your expertise in design leadership, client relationship management, and project execution will enable you to make significant contributions to our studio.You will collaborate...

  • Senior Lead

    3 weeks ago

    Agra, Uttar Pradesh, India Infosys Full time

    Details of the Job :-Infosys group headquarters is looking for experienced experts to join the Global Compensation and Benefits portfolios. Positions are at Mid-management to SME level. Individuals must be motivated to work in fast-paced teams that interact with leadership and shape company policy. Executive Remuneration Portfolio: -Managing all aspects of...