Role Details
Campaign management & Investment analytics have become key growth drivers to build AUM via SIPs & engaging existing bank customers on various Investment products. If you have inquisitive mindset with great analytics & moderate digital marketing skills. Looking forward to tackle interesting business problems and make an impact, join us!
Overall Job Description
- Deliver on dash boards & analytical solutions pertaining to Investments at bank level (Affluent & Consumer banking) using advanced statistical methods, leveraging deep business understanding and analytical expertise.
- Preparing analytical reports & sales+ Budget planning to the management team on Investments to devise campaigns & cross sell strategies (Investment products)
- Designing end-to-end cross -sell models on ETB customers through B2C & via channels
- Key Support function to drive Tele calling model on ETB base to increase MF/SIP/Broking penetration model at Bank level
- Work on critical business analysis to drive positive impact on channel performance, product offering, customer experience and sales.
- Stay abreast of current business developments and coordination with key stakeholders like digital, product, campaign, MIS & marketing teams.
- Successfully engage in multiple project initiatives simultaneously
- Analytical solutions around (but not limited to): Cross sell, Forecasting, Propensity modelling, Segmentations, Campaign optimization.
Education and Work Experience Requirements:
EDUCATION
Essential requirement:
- Graduate / PG (Statistics/ Business Management/ Economics)
- 5+ years of industry experience in the same field ( Banks/ AMCs/ Fintech/ Investments/ Brokerage houses)
Preferred: Experience in to same field (Investments) & Tier I business school
Essential requirement: Excel, Power Point
Any specific requirements
- Strong analytical and quantitative problem-solving skills
- Inquisitiveness and a desire for continuous self-improvement and development of new skills.
- Knowledge and experience of Investment products
Desired Behavioral / Functional Traits
- Excellent interpersonal skills
- Good communication skills
- Results orientated, committed and with strong sense of discipline
