Portfolio Manager - WSB| Mumbai
Iaamcp Open At a glance
Manager-level Investment & Corporate Development role at Iaamcp. Mumbai · full-time.
Pay not stated Investment & Corporate Development salary
financeroles summary, based on the employer's posting.
What you'll do
- Check that portfolio security, records, cash flows and quarterly submissions meet sanction terms
- Coordinate compliance and audit work, supplying timely information to RBI, auditors and internal stakeholders
- Work with IT, Credit, CAT and Operations on process changes, technology tie-ups and credit automation
- Track portfolio measures such as Average Book, NII, fee income and ROA, then update senior leaders
- Support client engagement, market intelligence, strategy delivery and productivity reviews
What you bring
- You have twelve to fifteen years of experience
- You hold at least a graduate degree; an MBA is also listed as a qualification
Who this fits
This manager-level role suits someone with substantial portfolio experience who can coordinate across teams and engage clients. The role is based in Mumbai.
From the employer
Responsible for ensuring regulatory and audit compliance by collaborating with internal teams (compliance, finance, audit) and providing timely data to RBI, auditors, and internal stakeholders. Oversee portfolio quality, ensuring security, documentation, and cash flows are in line with sanction terms. Drive project management efforts for process improvements, including technology tie-ups and credit automation. Track key business performance metrics (e.g., Average Book, NII, C/I, ROA) and prepare regular updates for senior leadership. Lead client engagement initiatives and market intelligence efforts to enhance WSB’s presence, cross-sell products, and improve ROA. Assist in strategy execution and productivity assessments.
- Monitoring portfolio-related aspects such as security, documentation, and quarterly submissions
- Working with IT, Credit, CAT, and Operations to streamline and improve existing processes
- Acting as the central point (a "Spock") for new initiatives where WSB's inputs are needed
- Tracking business performance metrics such as Average Book, Net Interest Income (NII), Fee income, Cost-to-Income ratio (C/I), Return on Assets (ROA), New to Bank (NTB) clients, and liabilities at the portfolio level
Experience: 12 to 15 Years
Qualifications:
- Graduation minimum
- MBA degree
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