Portfolio Lead – Financial Institutions

1. POSITION VACANT: Portfolio Lead Financial Institutions (Microfinance Focus), New Delhi/ Chennai,

2. ORGANIZATIONAL BACKGROUND:

, is a global non-profit headquartered in Kansas City, Missouri, USA, working to bring water and sanitation to the world. Co-founded by Gary White and Matt Damon in 2009, helps remove the barriers between people living in poverty and access to the safe water and sanitation solutions they need to survive and thrive. The organisation has changed 73 million lives with safe water or sanitation and transformed thousands of communities in Africa, South Asia, and Latin America. Today 2.2 billion people lack access to safe water and 3.5 billion people lack access to a safe toilet. serves these people.

goes beyond traditional approaches to safe water and sanitation, focusing on addressing the underlying causes of this global crisis and innovating to deliver large-scale and sustainable change. In India, the organization has played a significant role, in the countrys progress toward improved water and sanitation, empowering more than 28 million people with access to safe water or sanitation through the innovative WaterCredit solution. By partnering with different types of organizations, including microfinance institutions, self-help group federations, state rural livelihoods missions, commercial banks, payment banks, social enterprises, and the Government of India, is successfully mobilizing resources and sharing knowledge to increase affordable access to safe water and sanitation for families living in poverty.

For more information please visit, .

3. JOB DESCRIPTION/ RESPONSIBILITIES:

Reporting to Director/ Associate Director and dotted line reporting to the Regional Director, the Portfolio Lead (PL) shall be responsible for managing a complex portfolio and shall act as a strategic stakeholder to assess and prioritize demand against goals for expansion and growth within the regions business lines. S/he will monitor and bring transparency to overall portfolio health, provide input into planning and reporting processes, and serve as the first line of escalation to clear impediments for delivery. The incumbent shall also lead, develop, and coach teams to reach their peak potential and set account strategies that ensure each partner is poised for success.

Key Responsibilities:

Job Specific Accountabilities:

(A) Strategic Account Planning and Management

(1) Oversee portfolio planning and management, leading delivery on performance objectives, financial targets, and critical milestones for portfolio;

(2) Govern partner account management cycle for assigned portfolio, ensuring utilization of global frameworks, tools and methods for partnership design, solution design and field monitoring, and performance reporting by account management teams.

(B) Business Development

(1)Oversee engagement with partners key decision makers in the region to deliver sustained year-over-year growth of new and existing accounts;

(2) Identify potential partners and networks interested in improving readiness for and/or expanding their business to include finance-related solutions for Water Supply and Sanitation.

(C) Business Metrics and Reporting

Provide timely and accurate reporting and analysis of account performance and related business metrics for teams, including execution progress and forecast for impact plans and funding utilization to relevant business partners.

(D) Talent Management

(1)Challenge and maximize the team's strength by aligning their efforts to meet objectives and deliver results;

(2) Foster productive cross-functional collaboration to ensure cohesive effort and delivery of business outcomes.

This description provides a general overview of the role and does not encompass a comprehensive list of all duties, responsibilities, or activities required of the incumbent. Responsibilities, tasks, and key interactions may evolve or be reassigned at any time, with or without prior notice, based on organizational needs.

Department Accountabilities:

(1) Impact Strategy Leadership and Execution

(2) Portfolio and Account Management

(3) Business Development

(4) Business Metrics and Data Insights

(5) Pre-Award and Post Award Administration

(6) Project Management

(7) Risk Identification

(8) Advisory and Consulting Services

Supervisory Accountabilities:

(1) Supervise the work of others including responsible for hiring, discipline and pay administration of the subordinates;

(2) Supervised positions can include: Portfolio Manager, Senior Partnership Account Manager, Partnership Account Manager, and/or Partnership Associate.

4. QUALIFICATIONS, EXPERIENCE AND COMPETENCIES:

Qualification and Experience:

(1) Applicants must have Bachelor's degree and/or equivalent;

(2) Applicants must have a minimum of 10 years of experience in retail and wholesale finance, and/or water and sanitation infrastructure finance/projects, including strategic account management, partner development and/or project management;

(3) Two-five years of leadership experience;

(4) Proven track record of accomplishment in business development, expanding accounts and business contracts with one or more of the following: public or private enterprises focusing on water and/or sanitation, banks, microfinance institutions, and related enterprises or networks;

(5) Proficient in English, both oral and written.

Skills and Competencies:

(1) Values Differences: Recognizes the value that different perspectives and cultures bring to an organization.

(2) Strategic Mindset: Sees ahead to future possibilities and translates them into breakthrough strategies.

(3) Ensures Accountability: Holds self and others accountable to meet commitments.

(4) Builds Effective Teams: Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.

(5) Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.

Complex Problem-Solving Skills

(1) Ability to manage multiple complex internal and external relationships at various levels of hierarchy and to interact with individuals or groups representing diverse backgrounds, interests, and points of view;

(2) Ability to manage multiple projects, requiring interpretation and adaptation of existing standards and processes related to service delivery, portfolio/account planning, risk management, and resource utilization;

(3) Collaborative and initiative-taking analytical person with a demonstrated ability to drive alignment of plans and priorities across the portfolio;

(4) Advanced communication and negotiation skills, with a high degree of commercial awareness and business acumen.

5. TRAVEL: Travelup to 25% of the time both domestically and internationally.

6. COMPENSATION OFFERED:

Gross compensation offered for the position is attractive. The offer made to the selected candidate shall be commensurate with qualifications, experience, and salary history.