Senior Portfolio Manager/ Portfolio Manager (Ahmedabad)

Senior Portfolio Manager/ Portfolio Manager (Ahmedabad)

13 Aug
|
Sun Life
|
Ahmedabad

13 Aug

Sun Life

Ahmedabad

- The Mid Market and Supply Chain function is responsible for financing the short-term, medium-term, and long-term working capital and supply chain needs of SMEs through a suite of customized products with diverse tenures.
- The key business metrics for success include loan book size, profitability, and a zero-tolerance approach to delinquency.
- A strong understanding of business finance, loan structuring techniques, and credit administration is essential to building credibility with customers and gaining a competitive edge.
- Deep knowledge of local market dynamicsincluding specific occupations/trades, industries, and local financial and investment preferences—is critical for structuring loans effectively and identifying new business opportunities.
- Expand market share in targeted locations and outpace competition.
- Continuously upgrade financial acumen, including knowledge of loan structuring methods and business financials, to build trust and credibility with customers.
- Stay informed about recent market trends and evolving local market preferences to align with customer needs.




- Ensure strong credit quality by conducting effective portfolio selection and pre-screening to minimize the risk of non-performing assets (NPAs).
- Safeguard financed amounts by conducting post-sanction surveillance, maintaining strong client relationships, and monitoring collateral to ensure the complete safety of the financing.

Key Responsibilities:
1. Sales Growth
Achieve sales targets through the following actions:
- Drive pipeline funnel to achieve book size and market share.
- Monitor local market trends and competitive offerings, identifying opportunities for business expansion in the region.
- Ensure minimal client attrition through strong client engagement activities.
- Regularly engage with investment bankers, chartered accountants, and brokers to source new business.
- Raise escalation on delinquent cases/potential NPAs and closely monitor these through the team for collect

📌 Senior Portfolio Manager/ Portfolio Manager (Ahmedabad)
🏢 Sun Life
📍 Ahmedabad

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