659 Portfolio jobs in India

1. POSITION VACANT: Portfolio Lead, Water.org, New Delhi/ Chennai

2. ORGANIZATIONAL BACKGROUND:

Water.org , is a global non-profit headquartered in Kansas City, Missouri, USA, working to bring water and sanitation to the world. Co-founded by Gary White and Matt Damon in 2009, Water.org helps remove the barriers between people living in poverty and access to the safe water and sanitation solutions they need to survive and thrive. The organisation has changed 73 million lives with safe water or sanitation and transformed thousands of communities in Africa, South Asia, and Latin America. Today 2.2 billion people lack access to safe water and 3.5 billion people lack access to a safe toilet. Water.org serves these people.

Water.org goes beyond traditional approaches to safe water and sanitation, focusing on addressing the underlying causes of this global crisis and innovating to deliver large-scale and sustainable change. In India, the organization has played a significant role, in the country’s progress toward improved water and sanitation, empowering more than 28 million people with access to safe water or sanitation through the innovative WaterCredit solution . By partnering with different types of organizations, including microfinance institutions, self-help group federations, state rural livelihoods missions, commercial banks, payment banks, social enterprises, and the Government of India, Water.org is successfully mobilizing resources and sharing knowledge to increase affordable access to safe water and sanitation for families living in poverty.

For more information please visit, .

3. JOB DESCRIPTION/ RESPONSIBILITIES:

Reporting to Director/ Associate Director and dotted line reporting to the Regional Director , the Portfolio Lead (PL) shall be responsible for managing a complex portfolio and shall act as a strategic stakeholder to assess and prioritize demand against Water.org goals for expansion and growth within the region’s business lines. S/he will monitor and bring transparency to overall portfolio health, provide input into planning and reporting processes, and serve as the first line of escalation to clear impediments for delivery. The incumbent shall also lead, develop, and coach teams to reach their peak potential and set account strategies that ensure each partner is poised for success.

Key Responsibilities :

Job Specific Accountabilities:

(A) Strategic Account Planning and Management

(1) Oversee portfolio planning and management, leading delivery on performance objectives, financial targets, and critical milestones for portfolio;

(2) Govern partner account management cycle for assigned portfolio, ensuring utilization of global frameworks, tools and methods for partnership design, solution design and field monitoring, and performance reporting by account management teams.

(B) Business Development

(1) Oversee engagement with partners’ key decision makers in the region to deliver sustained year-over-year growth of new and existing accounts;

(2) Identify potential partners and networks interested in improving readiness for and/or expanding their business to include finance-related solutions for Water Supply and Sanitation.

(C) Business Metrics and Reporting

Provide timely and accurate reporting and analysis of account performance and related business metrics for teams, including execution progress and forecast for impact plans and funding utilization to relevant business partners.

(D) Talent Management

(1) Challenge and maximize the team's strength by aligning their efforts to meet objectives and deliver results;

(2) Foster productive cross-functional collaboration to ensure cohesive effort and delivery of business outcomes.

This description provides a general overview of the role and does not encompass a comprehensive list of all duties, responsibilities, or activities required of the incumbent. Responsibilities, tasks, and key interactions may evolve or be reassigned at any time, with or without prior notice, based on organizational needs.

Department Accountabilities:

(1) Impact Strategy Leadership and Execution

(2) Portfolio and Account Management

(3) Business Development

(4) Business Metrics and Data Insights

(5) Pre-Award and Post Award Administration

(6) Project Management

(7) Risk Identification

(8) Advisory and Consulting Services

Supervisory Accountabilities:

(1) Supervise the work of others including responsible for hiring, discipline and pay administration of the subordinates;

(2) Supervised positions can include: Portfolio Manager, Senior Partnership Account Manager, Partnership Account Manager, and/or Partnership Associate.

4. QUALIFICATIONS, EXPERIENCE AND COMPETENCIES:

Qualification and Experience:

(1) Applicants must have Bachelor's degree and/or equivalent;

(2) Applicants must have a minimum of 10 years of experience in retail and wholesale finance, and/or water and sanitation infrastructure finance/projects, including strategic account management, partner development and/or project management;

(3) Two-five years of leadership experience;

(4) Proven track record of accomplishment in business development, expanding accounts and business contracts with one or more of the following: public or private enterprises focusing on water and/or sanitation, banks, microfinance institutions, and related enterprises or networks;

(5) Proficient in English, both oral and written.

Skills and Competencies:

(1) Values Differences: Recognizes the value that different perspectives and cultures bring to an organization.

(2) Strategic Mindset: Sees ahead to future possibilities and translates them into breakthrough strategies.

(3) Ensures Accountability: Holds self and others accountable to meet commitments.

(4) Builds Effective Teams: Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.

(5) Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.

Complex Problem-Solving Skills

(1) Ability to manage multiple complex internal and external relationships at various levels of hierarchy and to interact with individuals or groups representing diverse backgrounds, interests, and points of view;

(2) Ability to manage multiple projects, requiring interpretation and adaptation of existing standards and processes related to service delivery, portfolio/account planning, risk management, and resource utilization;

(3) Collaborative and initiative-taking analytical person with a demonstrated ability to drive alignment of plans and priorities across the portfolio;

(4) Advanced communication and negotiation skills, with a high degree of commercial awareness and business acumen.

5. TRAVEL: Travel up to 25% of the time both domestically and internationally.

6. COMPENSATION OFFERED:

Gross compensation offered for the position is attractive. The offer made to the selected candidate shall be commensurate with qualifications, experience, and salary history.

7. LOCATION: New Delhi

8. REFERENCE: PL-WO

9. CONTACT INFORMATION:

Team SAMS

Strategic Alliance Management Services P Ltd.

1/1B, Choudhary Hetram House, Bharat Nagar

New Friends Colony, New Delhi 110 025

Phone Nos.: 011- 4081 9900; 4165 3612

10. APPLICATION PROCESS:

Eligible candidates interested in the position are requested to apply using the link <> by or before July 25, 2025

Role Overview:

IndusInd Bank is looking for a highly analytical and proactive Portfolio Manager to join the Digital Team of the Bank. This strategic role is responsible for optimizing pricing strategies, managing portfolio risk, maintaining the P&L, and driving revenue growth across retail assets portfolio including loans and credit cards. The ideal candidate will have strong data skills, business acumen, and the ability to convert insights into actions, contributing directly to ROA and risk cost targets.

Key Responsibilities:

Risk Management & Portfolio Segmentation:

• Identify and target customer segments offering high returns with low risk
• Apply data-driven segmentation to reduce portfolio risk and drive profitability
• Monitor and manage key risk metrics relevant to the retail business

Business Scaling & P&L Management:

• Maintain and improve the P&L of digital lending products (retail loans, credit cards, etc.)
• Strategically scale business in profitable segments to enhance ROA and manage risk cost
• Drive portfolio expansion in alignment with digital asset business goals

Revenue & Pricing Strategy:

• Optimize pricing across retail digital products to drive revenue growth
• Continuously improve the risk-reward equation to maximize portfolio profitability
• Understand customer behavior to inform and evolve pricing frameworks

Data Analysis & Strategic Planning:

• Hands-on experience with data to generate actionable insights for business decisions
• Present analytical findings and recommendations to senior leadership with clear action plans
• Prior knowledge of SQL queries and databases is a strong plus

Customer & Profitability Analytics:

• Deep understanding of customer segmentation to identify profitable cohorts
• Leverage insights to improve acquisition, engagement, and portfolio quality
• Analyze trends, compute program-level dynamics, and track profitability levers

Cross-Functional Execution & Communication:

• Collaborate across risk, product, analytics, and tech teams to implement initiatives
• Strong interpersonal and communication skills to align internal stakeholders
• Manage and guide team members to ensure timely delivery of outcomes

Candidate Profile:

• 4–7 years of experience in portfolio management, pricing, analytics, or digital lending
• Exposure to retail loans, credit cards, and digital asset products
• Sound understanding of retail lending risk metrics and financial KPIs
• Advanced Excel skills; SQL or other data querying languages are preferred
• Strong analytical ability and comfort with data-driven decision-making
• Undergraduate degree from top-tier institutes preferred
• MBA preferred

Contribute to achieving financial targets and business composition goals of the

organization.

Achieve ROI that surpasses the benchmark index for the portfolio, while managing

acceptable risk levels.

Guide Wealth Managers on the latest products to enhance their sales pitches.

Actively engage in internal discussions to collaboratively develop house views across asset

classes and create effective investment strategies.

Propose new product concepts to the Investment Committee.

Contribute ideas to enhance the investment platform by staying current with market

developments, including automation, process optimization, and compliance with regulatory

changes.

Ensure client satisfaction by maintaining a portfolio aligned with their risk tolerance,

financial goals, and investment preferences.

Build strong, long-term client relationships, focusing on high retention through consistent

performance and transparent communication.

Provide clients with clear, understandable updates on portfolio performance and market

conditions.

Tailor investment strategies to meet each client’s unique financial goals (e.g., retirement,

education, wealth preservation).

Roles and Responsibilities  

Certified Financial Planner
doing Financial Planning for HNI clients in their current role.
Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment

Desired Candidate Profile  

Perks and Benefits  

1. POSITION VACANT: Portfolio Lead, Water.org, New Delhi/ Chennai

2. ORGANIZATIONAL BACKGROUND:

Water.org , is a global non-profit headquartered in Kansas City, Missouri, USA, working to bring water and sanitation to the world. Co-founded by Gary White and Matt Damon in 2009, Water.org helps remove the barriers between people living in poverty and access to the safe water and sanitation solutions they need to survive and thrive. The organisation has changed 73 million lives with safe water or sanitation and transformed thousands of communities in Africa, South Asia, and Latin America. Today 2.2 billion people lack access to safe water and 3.5 billion people lack access to a safe toilet. Water.org serves these people.

Water.org goes beyond traditional approaches to safe water and sanitation, focusing on addressing the underlying causes of this global crisis and innovating to deliver large-scale and sustainable change. In India, the organization has played a significant role, in the country’s progress toward improved water and sanitation, empowering more than 28 million people with access to safe water or sanitation through the innovative WaterCredit solution . By partnering with different types of organizations, including microfinance institutions, self-help group federations, state rural livelihoods missions, commercial banks, payment banks, social enterprises, and the Government of India, Water.org is successfully mobilizing resources and sharing knowledge to increase affordable access to safe water and sanitation for families living in poverty.

For more information please visit, .

3. JOB DESCRIPTION/ RESPONSIBILITIES:

Reporting to Director/ Associate Director and dotted line reporting to the Regional Director , the Portfolio Lead (PL) shall be responsible for managing a complex portfolio and shall act as a strategic stakeholder to assess and prioritize demand against Water.org goals for expansion and growth within the region’s business lines. S/he will monitor and bring transparency to overall portfolio health, provide input into planning and reporting processes, and serve as the first line of escalation to clear impediments for delivery. The incumbent shall also lead, develop, and coach teams to reach their peak potential and set account strategies that ensure each partner is poised for success.

Key Responsibilities :

Job Specific Accountabilities:

(A) Strategic Account Planning and Management

(1) Oversee portfolio planning and management, leading delivery on performance objectives, financial targets, and critical milestones for portfolio;

(2) Govern partner account management cycle for assigned portfolio, ensuring utilization of global frameworks, tools and methods for partnership design, solution design and field monitoring, and performance reporting by account management teams.

(B) Business Development

(1) Oversee engagement with partners’ key decision makers in the region to deliver sustained year-over-year growth of new and existing accounts;

(2) Identify potential partners and networks interested in improving readiness for and/or expanding their business to include finance-related solutions for Water Supply and Sanitation.

(C) Business Metrics and Reporting

Provide timely and accurate reporting and analysis of account performance and related business metrics for teams, including execution progress and forecast for impact plans and funding utilization to relevant business partners.

(D) Talent Management

(1) Challenge and maximize the team's strength by aligning their efforts to meet objectives and deliver results;

(2) Foster productive cross-functional collaboration to ensure cohesive effort and delivery of business outcomes.

This description provides a general overview of the role and does not encompass a comprehensive list of all duties, responsibilities, or activities required of the incumbent. Responsibilities, tasks, and key interactions may evolve or be reassigned at any time, with or without prior notice, based on organizational needs.

Department Accountabilities:

(1) Impact Strategy Leadership and Execution

(2) Portfolio and Account Management

(3) Business Development

(4) Business Metrics and Data Insights

(5) Pre-Award and Post Award Administration

(6) Project Management

(7) Risk Identification

(8) Advisory and Consulting Services

Supervisory Accountabilities:

(1) Supervise the work of others including responsible for hiring, discipline and pay administration of the subordinates;

(2) Supervised positions can include: Portfolio Manager, Senior Partnership Account Manager, Partnership Account Manager, and/or Partnership Associate.

4. QUALIFICATIONS, EXPERIENCE AND COMPETENCIES:

Qualification and Experience:

(1) Applicants must have Bachelor's degree and/or equivalent;

(2) Applicants must have a minimum of 10 years of experience in retail and wholesale finance, and/or water and sanitation infrastructure finance/projects, including strategic account management, partner development and/or project management;

(3) Two-five years of leadership experience;

(4) Proven track record of accomplishment in business development, expanding accounts and business contracts with one or more of the following: public or private enterprises focusing on water and/or sanitation, banks, microfinance institutions, and related enterprises or networks;

(5) Proficient in English, both oral and written.

Skills and Competencies:

(1) Values Differences: Recognizes the value that different perspectives and cultures bring to an organization.

(2) Strategic Mindset: Sees ahead to future possibilities and translates them into breakthrough strategies.

(3) Ensures Accountability: Holds self and others accountable to meet commitments.

(4) Builds Effective Teams: Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals.

(5) Instills Trust: Gains the confidence and trust of others through honesty, integrity, and authenticity.

Complex Problem-Solving Skills

(1) Ability to manage multiple complex internal and external relationships at various levels of hierarchy and to interact with individuals or groups representing diverse backgrounds, interests, and points of view;

(2) Ability to manage multiple projects, requiring interpretation and adaptation of existing standards and processes related to service delivery, portfolio/account planning, risk management, and resource utilization;

(3) Collaborative and initiative-taking analytical person with a demonstrated ability to drive alignment of plans and priorities across the portfolio;

(4) Advanced communication and negotiation skills, with a high degree of commercial awareness and business acumen.

5. TRAVEL: Travel up to 25% of the time both domestically and internationally.

6. COMPENSATION OFFERED:

Gross compensation offered for the position is attractive. The offer made to the selected candidate shall be commensurate with qualifications, experience, and salary history.

7. LOCATION: New Delhi

8. REFERENCE: PL-WO

9. CONTACT INFORMATION:

Team SAMS

Strategic Alliance Management Services P Ltd.

1/1B, Choudhary Hetram House, Bharat Nagar

New Friends Colony, New Delhi 110 025

Phone Nos.: 011- 4081 9900; 4165 3612

10. APPLICATION PROCESS:

Eligible candidates interested in the position are requested to apply using the link <> by or before July 25, 2025

Roles and Responsibilities  

Certified Financial Planner
doing Financial Planning for HNI clients in their current role.
Financial planning includes goal planning, assessing risk appetite of clients as per their Goals and risk identifying his current investment

Desired Candidate Profile  

Perks and Benefits