The Senior Manager Portfolio Optimization Consulting is responsible for delivering Portfolio Optimization advisory services to Visas clients. The Senior Manager will report into Lead Portfolio Optimization and CMS Visa Consulting and Analytics, VCA - India and South Asia (INSA),

Role responsibilities will include:

- Expertise in Portfolio Optimization, help develop clients business strategies across the product lifecycle (acquisition, underwriting, customer management, portfolio management)
- Partner with in-market VCA consultants and data scientists to innovate and deliver Portfolio Optimization-related advisory engagements
- Regular strategic & planning discussions at client level collaborating with internal Visa teams and key stakeholders at clients
- Manage, facilitate and implement consulting services and meet engagement deliverables (engagement objectives, project scope, paperwork and project delivery)
- Design and deliver compelling presentations to illustrate findings, ideas, recommendations within consulting engagements and more broadly, at times physically support implementation at the client site
- Collaborate cross-functionally (e.g., analytics, marketing, sales, risk, client services, products & innovation) and across global regional teams to execute projects in ways that use the breadth and depth of Visas resources




- Build solutions and actionable insights that will help clients to grow their portfolios and engagement in their core business
- Portfolio/Produce insights, analyses and recommendations to improve client performance, boost growth, drive understanding of client issues and provide strategic guidance for client priorities across the verticals and segments
- Potential projects could include portfolio management diagnostics, assessments of digital product and marketing strategies, product design and launch, development of industry landscape evaluations to inform payments strategies, and optimization of client customer experience and supporting processes.

Qualifications

- Basic Qualifications:8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e g Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications:9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree
- (e g Masters, MBA, JD, MD) or 3 or more years of experience with a PhDAt least 14+ years of experience gained preferably within the financial services practice of a top-tier consulting firm OR at a large Indian, regional or global financial institution and/or financial technology company

📌 Senior Client Consulting Manager (Mumbai)
🏢 VISA CONSOLIDATED SUPPORT SERVICES (INDIA
📍 Mumbai