Portfolio Lead – Financial Institutions Services
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Job Description
Portfolio Lead responsible for managing financial institutions services to drive growth in Central & South Asia. Leading high-performing teams and strategic planning for sustainable growth in the water sector.
Responsibilities:
- Lead portfolio planning and execution, ensuring delivery against financial targets, performance objectives, and key milestones
- Oversee the full partner account lifecycle, ensuring adoption of global frameworks, tools, and best practices across:
- Partnership design
- Solution development
- Field monitoring and reporting
- Monitor and drive portfolio health, identifying risks and opportunities across markets
- Build and maintain strong relationships with senior decision-makers across partner institutions
- Drive sustainable growth across new and existing accounts in the region
- Identify and develop partnerships with:
- Banks and microfinance institutions (MFIs)
- MSME / SME-focused financial institutions
- Organizations expanding access to finance, including water and sanitation solutions
- Expand regional footprint by identifying new market opportunities and partnership models
- Deliver timely, accurate reporting on portfolio performance, including:
- Financial performance and growth metrics
- Impact delivery progress
- Funding utilization and forecasts
- Provide insights to senior stakeholders to inform strategy and decision-making
- Lead, coach, and develop a high-performing team across multiple markets
- Align team priorities to strategic goals and ensure accountability for results
- Foster collaboration across cross-functional teams to drive cohesive execution
Requirements:
- 10+ years of progressive experience in:
- Banking, microfinance (MFI), or financial services
- Credit, lending, or portfolio management (SME / MSME focus strongly preferred)
- Proven experience in:
- Business development and account growth
- Managing complex financial portfolios
- Partnering with banks, MFIs, or financial institutions
- Regional experience across multiple markets (Central & South Asia strongly preferred)
- Strong understanding of:
- MSME/SME lending and credit environments
- Risk and portfolio management frameworks
- Experience engaging with senior stakeholders and navigating relationship-driven environments
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