Job Description – Portfolio Manager (Mortgage – Affordable Segment)

Location: Lucknow
CTC: Up to 5.5 LPA
Product: Affordable Home Loans
Channel: Open Market

Role Overview

We are looking for a Portfolio Manager to manage and deepen an existing Mortgage portfolio in the affordable housing segment. The role involves customer relationship management, portfolio growth, cross-selling, and generating additional business through existing customers and market references.

Key Responsibilities

- Manage and maintain the existing affordable mortgage customer portfolio.
- Build strong relationships with existing customers and understand their financial requirements.
- Drive portfolio deepening through cross-selling relevant financial products.
- Generate referrals and current business opportunities through existing customers.
- Monitor customer accounts and ensure timely follow-ups.
- Identify early warning signals and escalate potential risks to the reporting manager.
- Ensure quick resolution of customer queries and service-related issues.
- Conduct regular customer visits and maintain effective call discipline.
- Maintain portfolio quality while achieving assigned business and revenue targets.




- Coordinate with internal teams to ensure smooth resolution of customer requirements.

Eligibility Criteria

- Experience in Mortgage, Home Loan, LAP, Portfolio Management, or Retail Banking.
- Exposure to affordable housing finance will be preferred.
- Strong customer relationship and portfolio management skills.
- Good communication and negotiation skills.
- Comfortable with field visits and customer interaction.
- Graduate in any discipline.

Why Join This Organisation

- Opportunity to work in a growing Affordable Housing Finance segment.
- Strong scope for portfolio deepening and business development.
- Stable work environment with good career growth opportunities.
- Exposure to both portfolio management and customer acquisition.
- Performance-driven culture with opportunities for professional growth.

How to Apply

Share your updated CV at

Subject Line: Application for Portfolio Manager – Mortgage Affordable | Lucknow

Whats App: (phone hidden)

Regards
Team HR
STAFFIAA

. Skillset Required: sales, portfolio Management, mortgage, secured Loan

📌 Portfolio Manager (India)
🏢 STAFFIAA
📍 India