Senior Portfolio Manager

Job Summary:

The Portfolio Manager Specialist is responsible for supporting the development, implementation, and management of investment or project portfolios. This role involves analyzing portfolio performance, aligning investments with strategic goals, optimizing resource allocation, and ensuring risk-adjusted returns. The specialist works closely with analysts, project managers, clients, and senior leadership to provide insights and drive portfolio success.

ResponsibilitiesSales & Profitability: Drive consistent revenue growth and ensure healthy ROIthrough optimized operations and lead conversions.TeamLeadership: Manage and mentor a diverse team across multiple verticals —including RMs, Insurance Advisors, and Investment Specialists — to deliver strongindividual and departmental performance.LeadManagement: Ensure timely handling of digital and offline leads with a focuson conversion, accountability, and process excellence.Product Coverage: Maintain strategic relationships with important productto offer a competitive and compliant product portfolio.Process & Compliance: Standardize workflows, ensure use of CRM/tools, andmaintain high-quality service with strict adherence to regulations.Training & Culture: Foster a performance-driven, ethical, and collaborative workculture with regular coaching, reviews, and recognition initiatives.Cross-sell/Upsell: Drivewallet share growth through coordinated cross-sellingstrategies and inter-departmental synergyQualificationsBachelor's degree in Finance, Business, Economics, Engineering, or related field; Master's degree or MBA preferred.8–12years of experience in portfolio management, investment management, or project/program oversight.Advanced financial modelling, valuation, or project management skills.Strong analytical, strategic thinking, and leadership skills.