QuintEdge
Finance Jobsby QuintEdge

Portfolio Analyst

Sun Life

Mumbai, Maharashtra

Full TimePortfolio ManagementEasy Apply

Posted 18 June 2026

Job description

Lead and Conversion Management • Lead Management, Tracking & Conversion Mechanism of PAPQ. Portfolio Management • Tracking portfolio movement and retention efforts, Portfolio performance monitoring, Portfolio Dashboards and MIS, Retention Program & Strategy, PDD management, Publishing 0-6 MOB delinquency MIS Contests and Performance Tracking • Daily Contest update on Employees, Identifying weekly and monthly performers and publishing the data, Monthly and quarterly Contests, Publishing the data…