Agency Portfolio Manager

4 weeks ago


Bengaluru, Karnataka, India Epifi Full time
About Epifi

At Epifi, we're building a highly innovative and secure financial hub for a digital-first generation. We're a deep-tech startup that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals.

About the Role

We're seeking an exceptional Agency Portfolio Manager to manage the Agency Onboarding Lifecycle from scoping requirements to vendor selections, due diligence, commercial finalization to agreement. This role involves owning Agency SOPs and ensuring compliance to RBI guidelines. You'll also ensure smooth handshakes in transitions from inhouse to agency and clawbacks, own and drive daily operations with agencies, and manage audit and quality framework.

Key Responsibilities
  1. Manage Agency Onboarding Lifecycle from scoping requirements to vendor selections, due diligence, commercial finalization to agreement.
  2. Owning Agency SOPs and ensuring compliance to RBI guidelines.
  3. Ensure smooth handshakes in transitions from inhouse to agency and clawbacks.
  4. Own and drive daily operations with agencies with regular cadences on metrics, exception handling, cx grievance redressal & coverage.
  5. Owning and managing audit and quality framework.
  6. Owning and driving comms and engagement strategy for all allocated customers to maximize recovery.
  7. Lead the product requirements charters across 3P engagements.

Selection Process & Timelines

Once we have your application, our Talent team will review and reach out if we find your profile/portfolio suited for the current requirements. Expect at least 3 rounds to assess your articulation & communication, general aptitude, attitude and team fitment. You will be quizzed for your role-related knowledge and general cognitive ability.

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