11+ Portfolio optimization Jobs in Mumbai | Portfolio optimization Job openings in Mumbai

Desired Candidate Profile

Sales Team Leader – Loan Industry

Location: Andheri

Job Summary:

We are seeking a proactive and performance-oriented Sales Team Leader with strong

experience in the loan and DSA (Direct Selling Agent) ecosystem. This role involves

leading a team of loan sales executives to meet sales targets through DSAs and direct

sourcing. The ideal candidate must have hands-on experience in the loans industry, a

strong understanding of credit and documentation, and the ability to drive high-

performing sales strategies. The Sales Team Leader will also be responsible for

coaching the team, maintaining compliance, and achieving monthly business goals.

Key Responsibilities:

A. Team Leadership & Target Achievement

• Lead and supervise a team of sales executives across loan products (Personal,

Business, Home Loans, etc.).

• Set and monitor individual and team sales targets.
• Motivate and guide the team toward consistent achievement of targets and

productivity.

B. Channel & DSA Management• Source business through DSA channels, referrals

• Build and maintain strong relationships with DSAs and other sales partners.
• Ensure proper onboarding and training of new DSAs and agents.

C. Sales Execution & Customer Management

• Guide the team through the sales process – from lead generation to file login and

disbursal.

• Resolve escalations and ensure smooth customer experience throughout the

loan lifecycle.

• Support in documentation and KYC collection processes.

D. Reporting & Coordination

• Monitor and review daily sales activities, pipeline status, and lead conversions.
• Prepare MIS reports and daily dashboards for internal tracking and review.
• Coordinate with internal teams (Operations, Credit, and Disbursement) for

smooth process flow.

Required Skills & Qualifications:

• Experience: Minimum 2–4 years in loan sales with strong exposure to DSA

models

• Proven experience in products like Personal Loans, Business Loans, or Home Loans
• Strong communication, leadership, and field sales skills
• Basic understanding of credit processes and financial documentation
• Comfortable with achieving aggressive monthly sales targets

Position: Finance & Account Manager

Job Type: Full-Time

Location: Mumbai

Job Overview:

This position will play a pivotal role in driving the company's finance department functions. You will lead a team & responsible for overseeing financial operations, strategic planning, and compliance within the company.

Responsibilities:

• Responsible for all accounting matters such as AR, AP, GL to ensure the accounting books accurately reflect the company's financial position in accordance with GAAP/Ind-AS.
• Controlling Accounts Payable and Account Receivables.
• Responsible for implementing Finance Policies set by the management/Corporate Office.
• Hands-on experience with accounting software. Taking care of all the functions of finance operations.
• Strong control over revenue through various means and channels and reconciliation
• Working knowledge of GST India provisions for input credit, HSN/SAC codes, tax rates, invoicing rules, GST monthly, Yearly filings, and 2B reconciliations.
• Day-to-day banking operations and fund planning & reporting to management.
• Working knowledge of TDS provisions, including the different sections under which TDS is deducted, TDS returns, and various TDS rates. Experience in quarterly and yearend E-TDS filings.
• Statutory compliances, including verification, calculation payment & filing of returns, e.g., GST, TDS, etc.
• Possess strong work ethics and good interpersonal and communication (written & oral) skills.
• Good analytical skills, embrace challenges & changes, initiative, and have a positive working attitude.

Preferred Qualifications:

• Chartered Accountant with 2+ years of experience in core accounting & finance managerial role in an IT/Technology/SAAS firm
• Industry Type: IT Services & Consulting
• Advance Excel Knowledge is must

About Us:

Apport Software Solutions Private Limited is a dynamic and innovative SAAS-based product company offering conversational commerce and empowering global brands with scalable personal commerce and relationship-led sales on WhatsApp. Started in 2017 with a vision of enabling global brands to win more customers using simple yet robust technology on mobile, today we have over 7000+ customers across 140+ countries using our technology to grow digitally. Backed up by investors from Silicon Valley, Info Edge Ventures, and BEENEXT Asia, we are headquartered in Mumbai, India.

QuickSell:

QuickSell is a sales acceleration commerce suite started in 2017 with the vision to empower businesses to translate conversations into conversions on customer-first channels like WhatsApp through assisted personal commerce. Today over 7000+ businesses from 109+ countries all over the world use QuickSell to accelerate the process of sharing complete and accurate product information with customers and various business stakeholders with objectives like dynamic product showcase and ordering booking over WhatsApp. For more details, check out our website: https://quicksell.co/

DoubleTick:

DoubleTick is a mobile-first conversational CRM built on top of WhatsApp Business API to unlock WhatsApp's marketing and sales capabilities. It offers top-notch features, including a central team inbox, bulk broadcasting and analytics, bot studio, commerce and cataloging,chatbots, and role-based access. For more details, check out our website: https://doubletick.io/

Some of the brands powered by DoubleTick include GRT Jewellers, Raheja Developers, Sabyasachi, Tarun Tahiliani, ICRA, BVC Logistics, RS Brothers, Manepally Jewellers, Tupperware, Birla Brainiacs KGK Group, Walking Tree, CKC Group, Malabar Diamonds and Gold, BVC Logistics, Emerald India, Prima Art, Siroya, SabyaSachi, etc.

Job Summary

• Candidate will be responsible for providing full life-cycle development (design, coding, and testing) and maintenance of web-based system on Azure
• Candidate should have experience in GitHub, knowledge of DevOps is a plus
• Experienced in designing and implementing web portals, experience with DNN is must
• Ability to work with multiple languages including C#, ASP.Net, MVC, Javascript and related libraries, HTML, Complex SQL queries, CSS, BootStrap, JSON.
• Experience in Agile project management methodology
• Developing and Delivering Excellent Web based solutions/portals/sites based on customer’s requirement within the stipulated timeline
• The candidate should be flexible to learn new technology and platform and should be creative, innovative for improvement ideas, detail oriented, diligent, and eager to learn and grow

Duties and Responsibilities

• Understand business requirements to apply logic to integrate functionalities
• Identify and understand any technical bugs on the server, site, log files or modules and work on resolving the bugs
• Understand how FTP server is setup for the site
• Understand system/site technical requirements and suggest enhancements if applicable
• Designing, coding, unit Testing, and integration with Database
• Handle site deployment
• Designing, coding, debugging, technical problem solving, and writing Unit Test cases, etc.

Qualifications

Education / Certification

• B.E. / B.Tech. /MSC in Computer Science or IT.
• MCAD/MCSD/MSITP/MCPD

Technical Expertise

• ASP/ASP.NET/VB.NET/MVC/C#/SQL Server 2012+
• HTML, Javascript, Jquery, CSS, Bootstrap
• GitHub/DevOps, Azure
• Web API/ Web Services, Email Services

Skills and Abilities

• Be able to work with diverse global teams and in an individual contributor role as needed
• Excellent English written and verbal communication skills (for local team and global stakeholders/team members)
• Strong task management skills including time management, and ability to manage multiple projects simultaneously
• Flexibility required to attend late evening meetings with global team members
• Attention to detail and delivering quality projects and knowledge assets

Key Responsibilities:

• Generate qualified leads in Mumbai and Bangalore.
• Build and maintain strong client relationships.
• Prepare and deliver product demos, proposals, and technical presentations.
• Coordinate with pre-sales/engineering teams for customized solutions.
• Follow up on proposals using CRM and convert to deals.
• Attend industry events, conferences, and site visits.
• Keep track of market trends, competitors, and pricing strategies.

About the Role:

We're looking for a growth-oriented leader to own and lead the Digital Marketing function at Impact Guru. You are the ideal candidate if you are comfortable with continuous experimenting and learning and are obsessed with data. You're not afraid to try new methodology and can deliver useful insights by effectively and quickly adapting to data.

Reports to: VP - Markeing

Responsibilities:

• Launch and optimize performance marketing campaigns across Facebook, Youtube, Google Search, Google Display, Mo-Engage, Native Channels & Affiliate Marketing.
• Managed a monthly spends of INR 50+ Lakhs
• Working experience of working on New Acquisition, Remarketing & Retention campaigns
• Own end-to-end execution, measurement, reporting, and optimization of campaigns across channels with goals to increase New users Acquisition, Scale GMV across the campaign and deliver platform GMV & ROAS
• Working Proficiency in Google Analytics, Google Tag Manager, SQL, Excel, and creating data visualizations on data studio or Tableau.
• Build and Manage a team of 4-5 Performance Marketing specialists. Drive performance marketing KPI’s to deliver on Business metrics
• Maintain a data-first approach through continual experimentation and optimization to meet and exceed strong company goals (a/b testing, etc.)
• Be proactive, have a passion for improving business

Skills Required:

• 3-4 years of industry experience (agency or editorial) is a plus.
• Bachelor’s degree in Engineering, Media Communications, Business Administration, Journalism, English, or related Fields from Tier 1/Tier 2 colleges.
• In-depth knowledge of Google Adwords, Facebook Ads & Google Analytics.
• Excellent problem solving & analytical skills.
• Strong quantitative skills with a knack for translating numbers into actionable insights and creatives.
• Ability to multitask in a fast-paced work environment.
• Punctual and dedicated to meeting goals & deadlines.
• Able to effectively work independently, and as part of a team.

We are looking for a full stack developer to produce scalable software solutions.

As a full stack developer, you should be comfortable around both front-end and back-end coding languages, development frameworks and third-party libraries. You should also be a team player with a knack for visual design and utility.

If you’re also familiar with Agile methodologies, we’d like to meet you.

Responsibilities:

• Developing front end website architecture.
• Designing user interactions on web pages.
• Developing back end website applications.
• Creating servers and databases for functionality.
• Ensuring cross-platform optimization for mobile phones.
• Ensuring responsiveness of applications.
• Working alongside graphic designers for web design features.
• Seeing through a project from conception to finished product.
• Designing and developing APIs.
• Meeting both technical and consumer needs.
• Staying abreast of developments in web applications and programming languages.

Requirements:

• Degree in Computer Science or related field
• Strong organizational and project management skills.
• Proficiency with fundamental front end languages such as HTML, CSS and JavaScript.
• Familiarity with JavaScript frameworks such as Angular JS, React and Amber.
• Proficiency with server side languages such as Python, Ruby, Java, PHP and .Net.
• Familiarity with database technology such as MySQL, Oracle and MongoDB.
• Excellent verbal communication skills.
• Good problem solving skills.
• Attention to detail.

Reporting directly to the Founder

The job requires a great deal of responsibility early on, but we're working on something exciting and there's lots of opportunity of growth and learning.

The job is full-time, remotely based, and with flexible hours.