23 Portfolio Planning Jobs

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Position Overview: Chemill Pharma Ltd. is seeking a highly motivated and strategic Senior Business Development & Portfolio Manager to drive our finished formulations portfolio expansion. This role involves identifying and evaluating new product opportunities, conducting market intelligence and competitive analysis, and supporting business development initiatives to strengthen our global presence. The ideal candidate will work closely with cross-functional teams to ensure strategic product selection, portfolio prioritization, and market entry success. Key Responsibilities: Portfolio & Market Intelligence: Identify, assess, and prioritize new product opportunities through in-depth market research. competitor mapping, and financial modeling. Develop an overall portfolio strategy aligned with market trends and company's vision. Analyze market trends, regulatory landscapes, and sales data from sources such as MIS, EXIM, IMS APIS, IQVIA, and IPD Analytics to guide portfolio decisions. Develop data-driven business cases for new products, ensuring strategic alignment and revenue potential. Review and execute commercial agreements, confidentiality agreements (CDA) & Non disclosure agreements (NDA), vetting potential partner companies. Continuously monitor portfolio performance and identify areas for optimization. Identify and develop new business opportunities to drive company growth. Build and maintain strong client relationships to ensure repeat business and referrals. Manage and mentor a team of business development professionals, providing guidance, training, and Support to achieve their goals. Preparation of monthly reports, internal and external deal data base, and annual expense budgets Keep abreast with key therapy landscape, regulatory changes and market developments in designated region /country Preparation of financial models as and when required Partner management and Networking Continuous monitoring and tracking of existing deals for project milestones, business potential, cost overruns and review of business cases in line with business goals Negotiating technical and commercial deal terms Business Development & Strategy: Manage in- licensing activities to formulate country-specific strategies and business development activities. Assist in deal evaluation, licensing opportunities, and strategic partnerships. lead the expansion into new markets ensuring timely product filings and the company's vision. Travel to various markets for business development, brand promotion, new product launch activities. Conduct feasibility studies for potential markets and provide insights into competitive landscapes and drive growth. Managing the Emerging Markets Portfolio to help the organization monetize its assets in the best possible manner Portfolio analysis for identification of new products ideas. Cross-Functional Collaboration: Work closely with R&D, Regulatory, Finance, and Marketing teams to align portfolio priorities with business goals. Support the development of go-to-market strategies for new product launches. Establish KPIs and performance benchmarks for portfolio success. Support senior management in executing company-wide strategies and initiatives. Contribute to the overall organizational growth and culture by bringing leadership, structure, and innovation. Ensure cross-departmental coordination and communication for smooth business functioning. Preparation of detailed business case and management approvals Supervise and motivate cross-functional teams to achieve goals and deadlines. Conduct regular team meetings, set objectives, and monitor performance. Act as a point of contact for key clients and partners. Maintain a high level of professionalism and integrity in all external and internal communications. Assist in streamlining and improving operational processes across departments. Coordinate with internal teams to ensure project timelines, quality, and deliverables are met. Qualifications & Requirements: Minimum 5 years of experience in pharma business development, portfolio management, or product management (finished formulations). Ensure new product filings within agreed timelines and able to screen opportunities to acquire product dossiers. Able to provide support to regulatory, commercial and tender teams to fulfill obligations Strong analytical skills with expertise in market intelligence tools (IQVIA, EXIM, IMS, IPD Analytics, etc.). Proven ability to evaluate product viability, conduct financial analysis, and develop data-driven strategies. Excellent communication and stakeholder management skills. Strategic thinker with a business growth mindset and the ability to work in a fast-paced environment. Proficiency in portfolio management tools, databases, and financial modeling is a plus.

We're Hiring Investment Manager / Investment Executive Location: Jaipur (Only candidates permanently settled in Jaipur will be considered) Experience: Investment Manager: 12-15 years Investment Executive: 8-10 years Qualification: CA / MBA (Finance) / CFA We are looking for a seasoned investment professional with strong expertise in financial planning, equity research, market analysis, and portfolio management. The ideal candidate will have a deep understanding of market trends, risk mitigation strategies, and online trading platforms, with a proven ability to maximize returns while ensuring compliance and strategic growth. Key Skills & Responsibilities : Market forecasting & technical/fundamental analysis Portfolio construction & diversification Equity trade execution & research Risk assessment & mitigation Strategic thinking & market opportunity analysis Regulatory compliance Communication & presentation skills Team collaboration across functions Other Requirements: Must be married with children Should belong to a good family background Jaipur resident / permanently settled in Jaipur Salary: Negotiable for the right fit If this sounds like you or someone you know .

About Us We are a leading and fast growing Indian pharmaceutical company with a strong footprint in both Domestic and International markets. While we have an established global presence (more than 65 countries) in the generic B2B and select B2C markets, we are now aggressively expanding our Branded Generics (B2C) business across key international markets. Our established BGx market presence in Nepal, Sri Lanka, Myanmar, Cambodia has been significantly enhanced with the addition of countries like Philippines and Chile, and further expansions are already underway across LATAM, Middle East, Africa Asia and Russia / CIS regions. We are looking for experienced, dynamic, self-driven, and market-savvy senior members in our Product Management to join our growing international BGx team. The ideal candidate will play a critical role in driving brand strategy, product management, portfolio planning, and in-market execution across high-potential geographies. Key Responsibilities Collaborate with country managers, sales teams, regulatory and medical teams across geographies Develop and implement brand strategies and marketing plans tailored to products/countries Support in preparing promotional and training materials tailored to local markets Monitor performance metrics and adjust strategies to meet business goals Build marketing tools and promotional assets aligned with brand goals Conduct in-depth market analysis and competitor benchmarking Launch new products and drive growth for existing portfolios Key Skills: 5–10 years of Product Management experience in Pharma; BGx international exposure is a plus Excellent communication, cross-functional collaboration, analytical skills and execution focus Strong understanding of International BGx or emerging market dynamics Comfortable in working fast-paced entrepreneurial environments Ready to travel internationally as required Why Join Us? Work with a passionate, globally focused team backed by a strong product pipeline and supply chain Entrepreneurial culture with fast decision-making and high ownership Opportunity to build international brands in high-growth BGx markets Career acceleration into leadership roles in International Marketing Be part of our aggressive BGx expansion journey Apply Now Be a part of our next wave of global growth. If you're ready to take your international career to the next level, apply with your resume and a short note on your interest in International BGx markets.

Responsible for the entire product strategy, Product roadmap and portfolio planning for respective portfolios in Controlgear ( LV Switchgear). Multi stakeholder interface. Obtain insights into customers usage of current products, untapped opportunities, and buyer personas, through interviews, surveys, focus groups and sales data. Ideal candidate should have very strong product management experience Responsible for proposing Go-to-Market (GTM) to maximize sales profitability Research competitor strategy- Price, schemes, products positioning and make wining strategies accordingly Use market research data to establish product pricing, propose product positioning to maximise top line bottom line Review inventory levels and ensure product availability Coordinates with CRI, Design, Marcom, Service for better performance of products launched Ideal candidate should have very strong product management experience, solid conceptual clarity and analytical ability. Experience range - 10 to 15 years. Engineer MBA

Detailed job description - Skill Set: Technically strong hands-on Self-driven Good client communication skills Able to work independently and good team player Flexible to work in PST hour(overlap for some hours) Past development experience for Cisco client is preferred.

Job Title: PMS Portfolio Manager Location: Mumbai / Gurgaon Type: Full-time | On-site Company Overview: We are a high-growth, client-focused wealth management firm catering to HNI and Ultra-HNI clients across India. As part of our next phase of expansion, we are setting up a SEBI-registered PMS platform and seeking a sharp, performance-driven Portfolio Manager to lead this vertical. Position Summary: The PMS Portfolio Manager will be responsible for managing discretionary equity portfolios with full autonomy, supported by a lean in-house research team. The ideal candidate will bring a clearly defined investment strategy, a verifiable track record of alpha generation, and a strong understanding of regulatory frameworks. Key Responsibilities: Develop and manage customized discretionary portfolios under the PMS license. Formulate and execute a robust investment strategy (multi-cap/core/equity thematic). Conduct deep-dive equity research and fundamental analysis. Monitor and rebalance portfolios based on market conditions and client objectives. Ensure SEBI and internal compliance requirements are consistently met. Prepare and present detailed investment reports to clients and internal stakeholders. Collaborate with the sales and advisory teams to articulate investment philosophy and performance. Requirements: Experience: 815 years in portfolio management, equity research (buy-side), or fund management. Education: CFA / CA / MBA (Finance) / other top-tier finance qualifications. Track Record: Demonstrated performance of outperforming benchmarks over a medium- to long-term horizon. Regulatory: Eligible to be appointed as a Portfolio Manager under SEBI (Portfolio Managers) Regulations . Expertise: Strong grasp of Indian equity markets, macro trends, risk management, and valuation methodologies. Technology: Familiar with portfolio management systems and financial modeling tools. Soft Skills: Strong communication, analytical, and stakeholder management capabilities. What We Offer: Leadership role in a new and focused PMS initiative. Freedom to run a portfolio with full strategic independence. Access to high-quality HNI clients and support from wealth advisory teams. Flat organizational structure with a strong outcome-based rewards culture. Long-term wealth creation opportunity via performance-linked incentives.

We are looking for an ambitious person who can grow and lead a successful, efficient, and high-performing Workplace team. This role requires a strategic individual with a crazy focus on excellence and a high growth mindset, and will report into the Director, Regional Workplace (APAC). Responsibilities: Align and lead Workplace strategy with Global Enterprise Operations team, regional and functional stakeholders to deliver Workplace programs and priorities Directly manage and lead Workplace teams across our India locations (Mumbai, New Delhi and Hyderabad), providing strategic direction on all aspects of workplace services including building operations, food & beverage, front of house, shipping & receiving, events support, and Environmental Health & Safety. Partner with business leaders and stakeholders to deliver a stunning Workplace experience for Netflix employees and visitors Lead Workplace communications for India Manage the landlord relationships for our India offices Lead and plan office expansion, relocation, restack and densification projects Cross-Functional Collaboration: Stay aligned with functional teams and leaders across Portfolio Planning, Program Delivery, EHS, and Enterprise Security to deliver an overall Enterprise Operations strategy that supports business objectives. Work with internal and external stakeholders, partners and vendors. Budget planning, cost optimization and risk management Serve as a trusted business partner, maintaining a deep understanding of Netflixs India operations and proactively collaborating with stakeholders to drive Enterprise Operations excellence. Continuously seek opportunities to elevate and enhance our workplace experience and programs. Qualifications: Strong leadership and people-management experience Proven track record of leading a diverse vendors team Strong business acumen, understand complex concepts and projects Strong relationships with key Workplace vendors and service providers across India Excellent verbal and written communication skills Extensive experience with Workplace (Experience, Hospitality, Operations etc) Thrive in a fast pace environment, think out of the box, and produce innovative solutions Strong knowledge of local Workplace compliance and governance requirements. Good understanding of Employee Health and Safety (EHS) Ability to work with ambiguous requirements, take smart risks and make good judgment calls Excellent time management skills and ability to manage multiple projects Netflix offers a unique culture that values freedom and responsibility. You can learn more via the Netflix

• Advising clients in investment planning, insurance coverage to help them reach financial objectives • Determining clients income, expenses, insurance coverage, financial objectives, risk tolerance & other information to develop a financial plan Required Candidate profile • Certified Financial Planner (CFP) mandatory • Proficient in Office 365 especially Excel and PowerPoint. • Experience providing quality financial advice. • Knowledge of mutual funds & insurance. Perks and benefits Provident Fund

Job Overview The purpose of the role is to liaise with internal and external Stakeholders to ensure timely delivery of New Product Developments (NPDs). The roles & responsibility include (but not limited to ) scouting new product opportunities, develop and drive plans with reasonable negotiation, effective tracking and risk mitigation and achieve deadlines and milestones across stakeholders, teams and management, to ensure projects are completed successfully and as per timelines aligned Key Stakeholders: Internal Quality, R&D & Packaging, Regulatory & Quality Assurance, SCM, Sales & Marketing, Consumer Insight Key Stakeholders: External Third Party (3Ps) Vendors Reporting Structure Sr.Chief Manager, Business Development Experience Minimum 3- 4 years experienced in planning and execution of time bounded projects and workingunder deadlines Competencies Creating new product development pipeline for the business, designing formulating aligned R&DstrategyUnderstanding of quality and regulatory requirements in pharma/consumer productsUnderstanding of project management methodologies and hands on experience in leading 6 8projects simultaneously The Manager BD will be require to establish strategic level objectives & milestones for criticallaunches of NPD. Lead projects from initiation to completion through multidisciplinary teams andestablish team specific time & events schedules. Ensure expectations are met, by meeting agreedupon project plans, quality and completeness of deliverablesIdentify innovative product ideas and position the same to internal marketing teams Leadshortlisted products from idea conceptualization to launch through end to end projectmanagement Monitor report on project execution, project resource allocations implementation timesversus established plans Communicate effectively within project teams and within sitemanagement levelSchedule and facilitate regular and ad hoc team meetings invite core team members, defineconcise agendas, acting as a timekeeper, summarizing action items and maintaining records(minutesIdentify issues requiring escalation, work with functional heads to resolve project deliverables,timelines and resource issues and seek consensus but makes decisions, escalating to highermanagement as neededPlan and execute scale up batches and tech transfer activities in coordination with third party and R&D teams Collaborating to Innovate External partnership through analysis of market trends anddevelopment which can lead development of new conceptsOwn and manage the product development lifecycle by working closely with Quality, R&D &Packaging, Regulatory & Quality Assurance, SCM, Logistics, Sales & Marketing, Consumer InsightGenerating the scope & designing the network drafting the timeline/stakeholdersWork closely with third party sites and external development centers in generating new productideas, operational planning and executing tech transfersArbitrates decision making when project team cannot reach consensus, escalating major unresolved issues to higher managementAnticipate risks through effective involvement in project team discussions and build risk mitigationplans Navigate projects by highlighting risk probabilities and execute risk management plansManage the on scope, on time and on quality launch and flawless execution of Innovation &Renovation projects of simple to medium complexity from start to end of delivery stage eachDriving portfolio and project planning to ensure the all the critical milestones are achieved withinproject launch time line Responsibilities Qualifications Graduate (Preferably Engineering) + MBA / PGDBM/M.tech (Tier 2 or Tier 3 Institutes preferred)

Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals: The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork: The candidate needs to work with account leads and local brokers to help our clients define space requirements, market benchmarking , identify suitable alternatives, recommend appropriate occupancy solutions, and negotiate contract terms on their behalf all guided by data and analytics to provide relevant insights. Research and Analytics: Interact with internal and external stakeholders to solicit their feedback to refine and finalize and develop portfolio strategies across the regions Examples of portfolio strategies are: Country Plans, Metro plans, as relevant, for a city or combination of cities to identify opportunities for portfolio rationalization, in view of intrinsic business, and extrinsic market factors. Evaluating different scenarios & preparing an early stage business case (opportunity assessment) followed by high level financial analysis to support the same. Preparing cost optimization strategies & recommendations in view of business strategies and operations. (consolidation, relocation, lease disposition, blend & extend). Lease vs own recommendations for an asset or a portfolio of assets

KEY PURPOSE: Responsible for the distribution and display of General Mills India range of products in the area assigned. Achieve retailing volume and collection targets that have been assigned for the territory through effective distributor management. KEY RESPONSIBILITIES: . Ensuring that GMI products are sold to all the relevant outlets in the assigned territory . Distribution Ensuring that all products are available in the targeted outlets in the territory. Identifying new distributors. . Visibility Ensuring that our products are visible in all the outlets that we service. . WB Management . Ensuring availability of all SKUs with the WB and that the WB stocks, claims and outstanding are managed as per norms . DSM Management Ensure that DSMs work as per norms on man-days, productivity and visibility. Training DSMs on Selling Skills & Product Knowledge Monitoring and reporting of competitor activities. . Sharing suggestions and ideas for branding through local promotions, display contests etc. KEY INTERFACES: Internal Regional Commercial Team & ASM External DSMs,WBs, Retailers, CFA & Consumers D. INCUMBENT PROFILE: Graduate/ MBA with 5+ years of experience in the area of FMCG sales

Job Description We are looking for an experienced and strategic Enterprise Account/Portfolio Manager who has a knack in building deep customer relationships and driving incremental business in existing Freshworks customers by delivering value. They should have a consultative sales approach, a successful track record retaining, growing and on-boarding clients with polished presentation skills. This person must demonstrate all the behaviours associated with a high performance sales and customer success culture, specifically managing a pipeline of business opportunities and delivering results against a quota. This individual will provide the best consultative experience possible for our customers. Responsibilities: You ll become the resident expert on the Freshworks platform and will expand our cloud-based software usage in existing customers Drive expansion through upsell and cross-sell to meet or exceed revenue targets Professionally manage relationships with a portfolio of assigned accounts Demonstrating / selling value to key stakeholders within the accounts with Customer Success Plans and strategies Build a plan to maximize revenue, and customer satisfaction within your accounts Gain a thorough understanding of assigned client s needs, objectives, and processes to ensure that they successfully adopt and deploy Freshworks suite of products Create & articulate compelling value conversations with C-Level stakeholders also work in alignment with inside stakeholders namely Implementations, Billing, Support, deals teams etc. Close large, complex deals involving multiple executive level stakeholders Collaborate with and lead a larger cross functional team to the closure of large complex deals Demonstrated experience managing complex sales cycles and negotiating win-win agreements based on value based selling Exceeding activity, pipeline and revenue goals on a quarterly basis Build strategies and execute on the plan in the assigned territory with the goal of generating and maintaining 4x pipeline Analyze sales/metrics data from your accounts to help evolve your strategy Assist customers in identifying industry relevant use cases and educate customers to make a strong business impact Develop long-term strategic relationships with key accounts Qualifications Experience selling to VP or C level executives in companies 4 to 6 years of overall experience in sales. 2+ years of SAAS sales experience/solution based selling experience Experience in driving expanded usage in existing customers Track record of success selling into Mid Market and Enterprise companies Experience managing and closing complex sales-cycles using solution selling techniques Consultative sales skills and ability to construct and articulate strong business cases and ROI, strategic account planning and execution skills. Proven track record of consistent account growth and quota achievement Thorough understanding/experience in related technology in the CRM/EX/CX space Experience with account portfolio planning, management, and prioritization Strong project management capability and ability to multitask High attention to detail and willingness to get in the weeds to fix a problem Knowledge of customer success best practices Experience driving client adoption of technology or software product Skilled in virtual presentations, online web demos, remote sales processes Strong interpersonal skills, ability to convey and relate ideas to others Vibrant and energetic attitude, willingness to perform and get things done Bachelor s Degree/Master s degree preferred A technical background is a plus Flexibility to work in the EU/UK shift

Job Description We are looking for an experienced and strategic Enterprise Account/Portfolio Manager who has a knack in building deep customer relationships and driving incremental business in existing Freshworks customers by delivering value. They should have a consultative sales approach, a successful track record retaining, growing and on-boarding clients with polished presentation skills. This person must demonstrate all the behaviors associated with a high performance sales and customer success culture, specifically managing a pipeline of business opportunities and delivering results against a quota. This individual will provide the best consultative experience possible for our customers. Responsibilities: You ll become the resident expert on the Freshworks platform and will expand our cloud-based software usage in existing customers Drive expansion through upsell and cross-sell to meet or exceed revenue targets Professionally manage relationships with a portfolio of assigned accounts Demonstrating / selling value to key stakeholders within the accounts with Customer Success Plans and strategies Build a plan to maximize revenue, and customer satisfaction within your accounts Gain a thorough understanding of assigned client s needs, objectives, and processes to ensure that they successfully adopt and deploy Freshworks suite of products Create & articulate compelling value conversations with C-Level stakeholders also work in alignment with inside stakeholders namely Implementations, Billing, Support, deals teams etc. Close large, complex deals involving multiple executive level stakeholders Collaborate with and lead a larger cross functional team to the closure of large complex deals Demonstrated experience managing complex sales cycles and negotiating win-win agreements based on value based selling Exceeding activity, pipeline and revenue goals on a quarterly basis Build strategies and execute on the plan in the assigned territory with the goal of generating and maintaining 4x pipeline Analyze sales/metrics data from your accounts to help evolve your strategy Assist customers in identifying industry relevant use cases and educate customers to make a strong business impact Develop long-term strategic relationships with key accounts Qualifications Experience selling to VP or C level executives in companies 7+ years of overall experience in sales. 3+ years of SAAS sales experience/solution based selling experience Experience in driving expanded usage in existing customers Track record of success selling into Mid Market and Enterprise companies Experience managing and closing complex sales-cycles using solution selling techniques Consultative sales skills and ability to construct and articulate strong business cases and ROI, strategic account planning and execution skills. Proven track record of consistent account growth and quota achievement Thorough understanding/experience in related technology in the CRM/EX/CX space Experience with account portfolio planning, management, and prioritization Strong project management capability and ability to multitask High attention to detail and willingness to get in the weeds to fix a problem Knowledge of customer success best practices Experience driving client adoption of technology or software product Skilled in virtual presentations, online web demos, remote sales processes Strong interpersonal skills, ability to convey and relate ideas to others Vibrant and energetic attitude, willingness to perform and get things done Bachelor s Degree/Master s degree preferred A technical background is a plus Flexibility to work in the EU/UK shift

Job Description Job Description As a Customer Success Specialist, your primary responsibility will be to engage with our clients, build strong relationships, and ensure they get the most value from our suite of products. Key Responsibilities Customer Relationship Management: Build and nurture customer relationships with a portfolio of assigned accounts, post onboarding through the entire customer lifecycle. Retention Excellence: Focus on ensuring high customer retention rates and meeting retention goals. Stakeholder Engagement: Develop and maintain trusted working relationships with key decision-makers and power users within client organizations. Client Understanding: Gain a deep understanding of your assigned clients needs, objectives, and processes to facilitate successful adoption of Freshworks products. Value Maximization: Collaborate closely with the sales team to identify opportunities for upselling additional services, integrations, and features that enhance client success. Proactive Risk Mitigation: Identify and proactively address risks to client success, engaging clients whenever retention issues are identified. Retention Planning: Develop and execute retention plans for clients at risk of churn, ensuring their continued satisfaction. Issue Resolution: Drive the resolution of escalated account issues, working closely with Billing, Support, and other departments. Product Expertise: Maintain an expert level of knowledge regarding Freshworks products and services. Client Advocacy: Represent client interests internally, communicating product concerns, shortcomings, and missing features that may pose retention risks to senior leadership. Contract Management: Manage inquiries, questions, and issues related to contracts from clients and other departments. Qualifications Proven success in a Customer Success or Account Management role for a SaaS/product company, with 7 to 12 years of experience. Expertise in account portfolio planning, management, and prioritization. Strong attention to detail and a proactive approach to problem-solving. In-depth knowledge of customer success best practices. Experience driving client adoption of technology or software products. Exceptional communication and relationship management skills. If you are passionate about customer success, thrive in a fast-paced environment, and are ready to make a significant impact as an Individual Contributor in our team, we encourage you to apply for this exciting opportunity. Note: This is an individual contributor role and it functions in the US shift.

Position Overview: Chemill Pharma Ltd. is seeking a highly motivated and strategic Business Development & Portfolio Manager to drive our finished formulations portfolio expansion. This role involves identifying and evaluating new product opportunities, conducting market intelligence and competitive analysis, and supporting business development initiatives to strengthen our global presence. The ideal candidate will work closely with cross-functional teams to ensure strategic product selection, portfolio prioritization, and market entry success. Key Responsibilities: Portfolio & Market Intelligence: Identify, assess, and prioritize new product opportunities through in-depth market research, competitor mapping, and financial modeling. Develop an overall portfolio strategy aligned with market trends and company's vision. Analyze market trends, regulatory landscapes, and sales data from sources such as MIS, EXIM, IMS APIS, IQVIA, and IPD Analytics to guide portfolio decisions. Develop data-driven business cases for new products, ensuring strategic alignment and revenue potential. review and execute commercial agreements, confidentiality agreements (CDA) & Non disclosure agreements (NDA), vetting potential partner companies. Continuously monitor portfolio performance and identify areas for optimization. Business Development & Strategy: Manage in- licensing activities to formulate country-specific strategies and business development activities. Assist in deal evaluation, licensing opportunities, and strategic partnerships. lead the expansion into new markets ensuring timely product filings and the company's vision. Travel to various markets for business development, brand promotion, new product launch activities. Conduct feasibility studies for potential markets and provide insights into competitive landscapes and drive growth. Cross-Functional Collaboration: Work closely with R&D, Regulatory, Finance, and Marketing teams to align portfolio priorities with business goals. Support the development of go-to-market strategies for new product launches. Establish KPIs and performance benchmarks for portfolio success. Qualifications & Requirements: Minimum 5 years of experience in pharma business development, portfolio management, or product management (finished formulations ). Ensure new product filings within agreed timelines and able to screen opportunities to acquire product dossiers. Able to provide support to regulatory, commercial and tender teams to fulfill obligations Strong analytical skills with expertise in market intelligence tools (IQVIA, EXIM, IMS, IPD Analytics, etc.). Proven ability to evaluate product viability, conduct financial analysis, and develop data-driven strategies. Excellent communication and stakeholder management skills. Strategic thinker with a business growth mindset and the ability to work in a fast-paced environment. Proficiency in portfolio management tools, databases, and financial modeling is a plus.

Overview: As Program Management Lead within our Technology Solutions Group (TSG), you will support the Senior Director of Portfolio, Planning and Program Governance by providing cross-portfolio delivery insight, driving alignment across scrum teams, and enabling the consistent delivery of high-priority initiatives. You will focus on enhancing the TSG Operations, which include delivery visibility, supporting governance and portfolio planning, and facilitating coordination across multiple product and engineering teams. Primary Responsibility: Portfolio Planning and Reporting Support the Senior Director driving strategic portfolio planning by collaborating with Product and Engineering stakeholders to compile and maintain consolidated release calendars and delivery health metrics for scrum teams. Establish and maintain reporting frameworks by trackingprogress toward portfolio health and escalate risks or misalignments to leadership and other stakeholders. Lead program reporting and governance cadence by contributing to the creation and ongoing maintenance of executive-level dashboards summarizing portfolio delivery status enabling data-driven decision-making. Cross-Program Coordination Monitor and document cross-team dependencies, resourcing considerations, and risk indicators, escalating to team-level Delivery Leads or Engineering Managers as needed. Support portfolio-wide calendar planning and long-term roadmap alignment across teams. Help surface systemic delivery impediments and support broader process improvement efforts led by the Senior Director. Build strong relationships with Delivery Leads, Product Owners and Engineering leads who you will work closely with and whose projects you will represent. Governance and Agile Delivery Standards Support teams in aligning delivery practices with agile standards, audit readiness, organizational policies and program management guidelines to enhance delivery speed, quality and collaboration. Co-ordinate with Delivery Leads, Product Owners and Engineering leads to ensure delivery plans are captured accurately and in a consistent format. Assist in preparing documentation for audit readiness, compliance checks, and leadership review sessions. Stakeholder Communication Proactively coordinate communication across multiple teams to align stakeholder expectations and surface risks early. Act as a central point of contact for providing updates to the Senior Director and ensuring delivery signals flow effectively upward and across teams. Support effective stakeholder engagement by helping teams clarify scope, identify risks, and communicate delivery status clearly. BASIC QUALIFICATIONS Bachelor's degree in Computer Science, Engineering or a related field Minimum of 8 years of experience supporting agile software delivery, product lifecycle planning, or cross-functional operations in complex environments. Demonstrated success managing dependencies and cross-team coordination in fast-paced, global organizations. PREFERRED QUALIFICATIONS Experience working with distributed software engineering teams, particularly in high-growth or high-change environments. Strong understanding of product and engineering practices including CI/CD, release planning, and iterative development. Exceptional analytical and problem-solving skills, with the ability to connect high-level goals to detailed plans. Strong communication and influence skillsable to build trust and align stakeholders on shared outcomes. Results-oriented, self-starter with a mindset of ownership and continuous improvement.

Program Executive: Develop and maintain the portfolio management strategy, ensuring it aligns with organizational goals and objectives. Set governance standards and establish a framework for project prioritization, selection, and management. Oversee the project portfolio planning process, balancing competing demands and evaluating potential project returns against risks. Conduct regular reviews of the portfolio to analyze performance and identify areas for improvement. Identify and analyze portfolio-level risks and opportunities, recommending actions to mitigate risks and seize new opportunities. Establish a risk management process that embeds risk awareness and mitigation in the project management culture

Portfolio Planning and Strategy: Develop and manage the product portfolio roadmap for various vehicle segments, ensuring alignment with company strategy, market demand, and customer expectations. Identify gaps in the current product lineup and propose new product opportunities. Continuously monitor and adjust the portfolio based on competitive analysis, market trends, and technological advancements. Ensure that the product portfolio caters to various customer segments, from entry-level to premium, and address market gaps. Oversee the complete lifecycle of products, from concept to launch, and ensure seamless transitions through different lifecycle phases (introduction, growth, maturity, and decline). Analyze data from external sources like IHS, JATO Dynamics, NCBS or industry reports to forecast trends in vehicle demand, customer preferences, and market conditions. Analyze competitors products, strategies, and market performance to guide future product developments and improve competitiveness. Develop accurate demand forecasts in collaboration with sales teams to ensure product availability aligns with market needs. Stay informed about future automotive trends, including electric vehicles (EVs), autonomous driving, connectivity, and mobility solutions. Integrate long-term technological developments into the product planning strategy. BASIC UNDERSTANDING OF Understanding of Macro-economic factors and Impact on Passenger Car market. Model development process / Timelines. Proficiency in using Project management tools and methodologies. Ability to evaluate product features in terms of cost, performance and customer value. Expertise in MS office [PowerPoint, Word, Excel] Tools Business portfolio financial analysis of OEMs BEHAVIOURAL Excellent presentation communication skills Self-driven, eager to learn and result-oriented. Well organized, highly motivated and able to work cross functionally. Good problem-solving and analytical skills Managing working with CFT Ability to manage stake holders across different levels of organization across functions. BASIC KNOWLEDGE OF Emerging Trends in Product, body type, technology, design etc. Vehicles segmentation understanding, Data analytics, Consumer voice translation to technical parameters. Excellent presentation communication skills

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Role & responsibilities Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention.

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile As per Industry