Role: Portfolio Manager
Location: Gurgaon, Haryana, India
Salary: Not Disclosed
Company: American Express
About American Express Company
At American Express, you’ll be identified on your contributions, management, and effect—every colleague has the opportunity to share inside the company’s success. Together, we’ll win as a group, striving to uphold our agency values and powerful backing promise to provide the sector’s first-class consumer reveal day. And we’ll do it with the maximum integrity, and in surroundings wherein absolutely everyone is visible, heard, and appears like they belong.
Portfolio Manager Description
A Portfolio Manager is responsible for overseeing investment portfolios to satisfy the financial desires and targets of customers or the organization. This role entails making strategic funding choices, reading market tendencies, and dealing with the chance to maximize portfolio overall performance.
How will you make an impact in this position?
Responsible for contacting clients with overdue debts to steady the agreement of the account. Also, they do preventive paintings to avoid future overdue bills that have a high exposure.
The role involves the implementation of the Corporate Client Program and Global expense reports, in coordination with Account Development/Client Managers, Client Program Administrators, third parties, Blue Box Technologies, and client’s technologies for Project Flamingo. This calls for the successful candidate to provide Consultation to corporate clients – on application build, onboard Progradministrator’sors information configuration, and transmission approaches and protocols.
- Client Issue Resolution: Provide incredible patron issue resolution to Corporate Customer queries regarding program and price/fee management. This calls for purchaser-centricity to understand each consumer’s need.
- Ability to investigate external resources of records on Lexis Nexis, D&B, SOS, Cornerstone
- Ability to paint with the highest stage of integrity while dealing with customers, employees, and shareholders.
- Review all AmEx relationships at the Obligor level and use SOS and other public equipment as had to verify legal entity.
- Driving innovation and change by way of identifying trends and flagging possibilities for higher customer enjoyment.
- Data evaluation and presentation.
- Skills for operating with facts, deciphering outcomes, and business intelligence.
- Report/Dashboard advent and alternate management.
- Consulting account managers for insights and hints.
- Ability to think out of the field and bring non-stop improvement to the method with progressive thinking and ideas
Portfolio Manager Factors to Success
- Excellent written and verbal communication capabilities
- Deep Operational expertise of GCS organization, commercial patron’s onboarding adventure, and platforms Knowledge of CMCARS, CAS, GREG, GIDM, SFT, GCCP, GDR, Cornerstone, My Setups., CICARE, Cocas, Globestar, @Work, payment Admin,
- Good running know-how of all Corporate T&E and B2B AmEx products
- Deep knowledge of AXP users gets entry to control rules.
- Data Interpretation, visualization, and reporting.
- Stakeholder and Client Management.
- Proven ability to study new abilities in a technical environment.
- Strong flexibility/adaptability to manipulate a couple of duties within stringent time frames even as operating with minimal supervision.
- Preferred information in SQL, and Python.
Portfolio Manager Minimum Qualifications
Bachelor’s Degree or equal experience with a minimum of three+ years of analytical revel in Maybee favored) in a Customer Servicing environment
Functional Skills
- A crew participant needs to own the skills to paintings and support team individuals
- Excellent verbal exchange competencies each verbal and written – English
- Preferred Qualifications
- Enterprise Leadership Behaviors
- Set the Agenda: Define What Winning Looks Like, Put Enterprise Thinking First, and Lead with an External Perspective.
- Bring Others with You: Build the Best Team, Seek & Provide Coaching Feedback, and Make Collaboration Essential.
- Do It the Right Way: Communicate Frequently and Candidly &, Make Decisions Quickly & Effectively, and Live the Blue Box Values, Great Leadership Demands Courage.
Shift Timings
- Hours of Operations – the capacity to work in bendy shifts in a 24-hour environment.
- Gurgaon Hybrid Role [3 days a week, work from office]
- We lower back our colleagues and their cherished ones with blessings and packages that help their holistic well-being. In that manner, we prioritize their physical, economic, and mental fitness through every degree of life. Benefits consist of:
Portfolio Manager Competitive base salaries
- Bonus incentives
- Support for financial-well-being and retirement
- Comprehensive scientific, dental, vision, life insurance, and incapacity advantages (depending on location)
- Flexible running version with hybrid, onsite, or digital preparations depending on the function and commercial enterprise need
- Generous paid parental go-away policies (depending on your area)
- Free entry to international on-website online well-being facilities staffed with nurses and docs (relying on area)
- Free and personal counseling help via our Healthy Minds program
- Career improvement and education possibilities
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