Director of Portfolio Management

Company Description BankBro is a fast-growing organization in the banking sector, founded in 2023 and rapidly evolving from a small business into a large industry player. The company serves over 30,000 customers and manages business volumes of approximately 1200–1300 Cr, reflecting strong market traction. BankBro partners with leading financial institutions such as HDFC, ICICI, PNB Housing, LIC, Indiabulls, DHFL, and others across several states. The company is expanding its presence while focusing on resolving customer issues and delivering exceptional service experiences. BankBro is committed to reshaping the industry by putting customers first and pursuing its mission with dedication.
Role Description The Director of Portfolio Management is a full-time, remote role responsible for overseeing the strategic planning, execution, and optimization of BankBro’s product and project portfolios. This role involves evaluating existing and proposed initiatives, prioritizing investments, and aligning portfolio decisions with the company’s growth and customer-first objectives. The director will monitor portfolio performance, manage risks, and coordinate with cross-functional teams in finance, operations, technology, and business development to ensure balanced resource allocation. Day-to-day tasks include reviewing portfolio metrics, leading portfolio governance meetings, refining program and project pipelines, and presenting insights and recommendations to senior leadership. The director will also contribute to continuous improvement of portfolio management frameworks, tools, and processes to support BankBro’s expansion and service excellence.
Qualifications

• Candidates should possess strong Portfolio Management and Project Portfolio Management skills to oversee multiple initiatives and ensure strategic alignment.
• Candidates should possess advanced Program Management and Finance skills to manage complex programs, budgets, and investment decisions.
• Candidates should possess robust Analytical Skills to interpret data, assess performance, identify risks, and support evidence-based decision-making.
• Experience in banking, financial services, or fintech, with a solid understanding of lending, risk, and regulatory considerations, is highly beneficial.
• Proven leadership experience, including stakeholder management, cross-functional collaboration, and effective communication with senior executives.
• Ability to work independently in a remote environment, prioritize competing demands, and implement structured governance processes.
• Relevant academic background such as a bachelor’s or master’s degree in finance, business administration, economics, or a related field; professional certifications in portfolio or project management (e.g., PfMP, PMP) are an advantage.