Manager- Co Lending Partnership

3 days ago


Mumbai, India Skill Ventory Full time

Roles and Responsibilities Job Purpose: Portfolio management role includes following activities for DA transactions and CLM Partnerships - physical duediligence on the portfolio, monthly payout recon,collection, NPA monitoring & provisioning,periodic audit & coordination, monthly review and internal reporting, portfolio monitoring & analytics Key Accountabilities: Fulfil all responsibilities in relation to: Identify opportunities with potential Strategic Partners (Financial Institutions / Fintechs) and co-develop a value proposition to go to market for originating Retail & Micro loans, Generate a list of suitable partners for Axis Bank in the area of retail and micro loans Approach the partners and meet at appropriate level to initiate the partnership discussion and generate their interest Agree a business plan with the partners and make them commit for delivery towards annual target Work internally with Stakeholders (Risk Management, Product, IT, Ops, Legal, Finance, Compliance, Marketing) to ensure that the proposition is launched on schedule and delivers the necessary results Be result oriented and be able to exert influence within and outside the organization. Manage key accounts to deliver the numbers committed as per the business plan and manage relationships with all the stakeholders including the Partner organization. Compiling, verifying accuracy and sorting information to prepare source data Preparation of MIS reports required for monitoring and reporting purpose Prepare SOP for each partner and work with internal stakeholders (Risk Management, Product, IT, Ops, Legal, Finance, Compliance) to get approval on the proposed SOP Coordinate with originator / auditor / Trustee on getting pay out reports, verification of the same and ensure that pay out transaction is completed within stipulated time Field visit for borrower / pool due diligence and audit Reconciliation workings on pay out, escrow bank account and coordinate with internal teams Coordinate with the ops team for invoice payments by originators / vendors. Should be ready to travel within India based on organizational requirement Liaising with various departments for completion of task in hand Do initial due diligence on the potential partner to evaluate the appropriateness for the bank Negotiate & close the partnership terms & commercials as per approval Work with Partner and internal legal team for closure & execution of partnership and transaction documentation Enhance the overall client coverage for set of clients Execution of BAU business opportunities Portfolio monitoring Maintain operational & strategic level contacts with clients Identification & execution of cross sell opportunities Keeping track of regulations and Industry trends. Scope out new business opportunities / markets through research and client interaction.


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