Key Responsibilities

Primary Responsibilities
- Monitor the CLG portfolio on a regular basis with a focus on:
- Portfolio balances and growth trends.
- Income generation and profitability analysis.
- Utilization and performance of credit facilities.
- Portfolio quality and risk indicators.
- Conduct sales pipeline analytics to monitor lead generation, conversion rates, turnaround times (TAT), and business growth trends.
- Perform sector-wise and industry-specific portfolio analysis to identify growth opportunities, concentration risks, and emerging market trends.
- Identify and implement process improvement and automation opportunities to enhance efficiency, accuracy, and scalability of portfolio monitoring activities.

Secondary Responsibilities
- Prepare and publish periodic MIS and portfolio dashboards for senior management review.
- Track business performance metrics to support business momentum and strategic planning.
- Conduct portfolio hygiene checks, including monitoring of:
- Account Opening compliance.
- CAM creation and approval timelines.
- AREC tracking.




- Deferrals and pending conditions.
- I/EDMPS compliance.
- Covenant monitoring.
- Re-KYC compliance.
- Support Relationship Managers (RMs) with portfolio insights, client-specific analytics, and business intelligence to facilitate client engagement and cross-sell opportunities.

Managerial & Leadership Responsibilities
- Coordinate with Credit, Business, Operations, Compliance, Finance, and Technology teams to ensure accurate data capture and portfolio reporting.
- Drive automation and digitization initiatives by collaborating with stakeholders for process enhancements and system improvements.
- Provide portfolio intelligence and actionable insights to enable RMs to focus on client acquisition, relationship management, and revenue generation.
- Support management reviews by presenting portfolio trends, business performance metrics, and strategic recommendations.

*If this excites you do send us the fo

📌 Portfolio Analytics- Corporate Banking- Leading Pvt. Sec. Bank (Mumbai)
🏢 Amogh Software Solutions
📍 Mumbai