4 Portfolio Tracking Jobs

Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existing offerings and insights into the competition Deployment of products and articulation of benefits & best practices at client locations Ensuring customer satisfaction leading to higher sales conversions and retention.

Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products Ensuring product penetration along with revenue growth. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. Plan and execution of day-to-day activities along with the team and Review teams deliverables. Gathering consistent feedback from the market for existing offerings and insights into the competition Deployment of products and articulation of benefits & best practices at client locations Ensuring customer satisfaction leading to higher sales conversions and retention.

Roles and responsibilities: 1 . Engaging with Premium merchants like portfolio tracking, merchant communication, and ensuring service is delivered in assigned areas for assigned merchants. 2. Meeting sales targets of multiple payment solutions such as QR codes, EDC/card swipe machines, point of sales software, insurance, and other financial products ensuring product penetration along with revenue growth. 3. Enabling the new business line and promoting the brand in the marketplace. Track and attend to merchant's grievances and ensure its resolved on time. 4. Plan and execution of day-to-day activities along with the team and review teams deliverables. 5. Gathering consistent feedback from the market for existing offerings and insights into the competition. 6. Deployment of products and articulation of benefits & best practices at client locations Ensuring customer satisfaction leading to higher sales conversions and retention. Who are we looking for : 1. Self-starters, who can take ownership without handholding and are comfortable navigating ambiguity, will be an ideal fit . Passionate about working in a fast-growing firm and ready to get their hands dirty. 2. Articulate complex solutions to novice customers. 3. Fintech experience or some field experience candidates to be priorities. 4. Honesty and trustworthiness are the most important virtues. 5. Good sales and negotiation skills and interest in financial products and markets 6. Understanding of Local geography Education : Graduation/ Post Graduation preferred.

Responsibilities Supporting our clients on Financial Sponsor coverage covering multiple industries including Technology, Media, Telecom, Consumer, Retail, Industrials, Infrastructure, Healthcare, Metal & Mining, Oil & Gas, among other industries Working live with clients and managing their library of portfolio companies by tracking live entry/exit of deals Deal comparison, PE Portfolio tracking and making respective changes in client database Precedent deals identification; PE Strategy identification Advanced excel and effective communication skills Should be able to prepare and pitch books, company profiles, strip profiles, precedent transactions comps, industry study, company focused discussion documents in a particular industry. Provide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in-depth secondary research. Contribute towards managing project timelines and quality of deliverables in a manner to ensure high client satisfaction. Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment. Required Background MBA/CFA/ CA Experience 4-6 years supporting Investment banking division of a bank,consulting firm, boutique firm, advisory firm The candidate should have the ability to work as part of the team and independently as per the requirement Good written and spoken communication skills Working knowledge of databases such as Preqin, Factset, Merger Market, etc. MS Office skills should be good in MS PowerPoint, MS Excel, and MS Word