Portfolio Manager

3 days ago

Mumbai, Maharashtra, India InCred Financial Services Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Manager – Portfolio Operations

Role & responsibilities

  • Collections and Delinquency Management
    : Monitor month-on-month (MoM) numbers for 0–30-day overdue accounts. Respond promptly to requests from the collections team for CIBIL reports, KYC documents, and agreements to support efficient recovery of outstanding dues.
  • EMI Initiation Coordination:
    Contact education loan applicants or co-applicants to inform them about the start of their EMI payments. Clarify the difference between current instalment types and full EMIs and address any questions that arise during these communications.
  • Deferral Case Processing:
    Handle cases where applicants or co-applicants are unable to begin EMI payments due to reasons aligned with RBI/IBA guidelines and InCred's internal policies.
  • Bank Relationship Management:
    Oversee relationships with HSBC and Yes Bank, including opening new savings accounts, creating fixed deposits (FDs), placing and removing liens on FDs, and managing related MIS reports.
  • Internal Department Coordination
    : Manage inquiries from various internal teams such as collections legal, corporate legal, internal audit, compliance, secretarial, finance, and accounts payable.
  • Collaboration within Education Loan Operations:
    Work closely with EL Operations to support transaction processing and disbursement activities.
  • Customer Query Handling:
    Respond to customer service queries related to interest rates, upfront interest, and various charges.
  • Upfront Interest Shortfall Management
    : Coordinate with internal branch teams to investigate reasons for shortfalls in upfront interest collection and ensure outstanding amounts are recovered.
  • Forex Operations Support
    : Coordinate with forex vendors and serve as a backup for forex-related operations.
  • MIS Management: Prepare and share management information system (MIS) reports with various stakeholders within the organization.

Preferred candidate profile

  • Experience – 2-4 years
  • MBA degree preferred, providing a strong foundation in business management and operational excellence.
  • Strong interpersonal and communication skills with fluency in English and Hindi (mandatory), and working knowledge of Telugu or Kannada highly preferred, enabling effective coordination across diverse teams and stakeholders.
  • Demonstrated ability to manage multiple tasks efficiently under tight deadlines while maintaining attention to detail and portfolio quality.
  • Hands-on experience in tracking and monitoring day-to-day delinquencies, EMI payments, and coordinating with branches, product teams, and collections for timely repayments.
  • Proven capability to collaborate with various internal departments and banking partners, managing queries and ensuring seamless operations across collections, legal, compliance, finance, and forex functions.

  • Portfolio Management

    6 days ago

    Mumbai, Maharashtra, India Destino Infotech Full time ₹ 1,20,00,000 - ₹ 1,60,00,000 per year

    Candidates have to prepare the interview Questions:1.) They have to pitch and show their current company product. 2.) Candidate should be aware of his current incentive structure. 3.) Candidate has to prepare about Equentis and their offering. 4.) Candidates should be aware about the basic calculation. FOR SALARY ABOVE - 8 LPA + 4 LPA variable pay -...

  • Portfolio Manager

    2 weeks ago

    Mumbai, Maharashtra, India Equirus Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Description:About EquirusAbout Equirus WealthEquirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.For more details you can visit us at Equirus Wealth is a holistic Wealth Management platform founded in 2018...

  • Portfolio Manager

    2 weeks ago

    Mumbai, Maharashtra, India Small Finance Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Product & Programme Manager – Personal LoansLocation: Mumbai , KalinaDepartment: Personal LoansExperience Required :2–3 years in Personal Loan portfolio management ( from Banking or NBFC )Education: MBA/PGDM (Finance or Analytics preferred), CA, or equivalentCandidates from Mumbai can apply no relocation...

  • portfolio manager

    1 week ago

    Mumbai, Maharashtra, India Careernet Technologies Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Role: Portfolio/Campaign Manager Location: Mumbai Responsibilities: Campaign Management  Understand Portfolio current initiatives and priorities agreed upon by Client's key stakeholders  Create program framework for activation, engagement, retention - identifying focus groups based on product types and customer segments and align definitions...

  • Portfolio Manager

    2 days ago

    Mumbai, Maharashtra, India SKS Enterpprises Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position Name - Portfolio ManagerLocation - MumbaiExperience Range - 4 yrsMandatory Requirement:Experience in to Portfolio Management & Monitoring,Founder & Stakeholder Engagement,Fund operations.Job Roles and

  • Portfolio Management

    6 days ago

    Mumbai, Maharashtra, India Ghrs Training Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Must have 10+ yrs in Enterprise/Solution Architecturestrong IT Portfolio Management experiencehands-on with LeanIX (TEAM),knowledge of TOGAF, IT governanceexcellent communication & stakeholder management skills

  • Portfolio Manager

    4 days ago

    Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Portfolio ManagerLocation : Mumbai, IndiaType : Full-timeIndustry : Venture Capital / Private Equity / StartupsRelevant Experience : 4+ yearsKey Responsibilities:Portfolio Management & MonitoringTrack, analyze, and report the performance of portfolio companies (financial, operational, and strategic KPIs).Develop and maintain internal dashboards and MIS...

  • Portfolio Manager, AVP

    1 week ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    As a Portfolio Manager at Deutsche Bank in Mumbai, India, you will be part of the Risk & Portfolio Management (RPM) team within the global Trade Finance and Lending (TF&L) group. Your primary responsibility will be to develop and coordinate a comprehensive risk-to-revenue strategy to maximize portfolio risk/returns while proactively managing risk and balance...

  • Product Portfolio Management

    2 days ago

    Mumbai, Maharashtra, India Ashish Life Science Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & responsibilitiesWe are seeking a dynamic and strategic Product Portfolio Manager to lead the lifecycle planning, market alignment, and global positioning of our pharmaceutical products targeting the US and European markets. This role bridges Indian innovation with international regulatory and commercial landscapes, ensuring our portfolio remains...

  • Portfolio Management

    1 week ago

    Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    In Scope of Position based Promotions (INTERNAL only) Job Title: Portfolio Management & UKI OR Risk Centre, VP Location: Mumbai, India Corporate Title: Vice President Role DescriptionYou will be joining OR Group Portfolio Risk Management team, focused on enabling proactive oversight and management of the Bank's OR risk profile. What we'll...