RB - Affluent Business:Burgundy Private Portfolio & Campaigns

Job Description: Grade / Title

Job TitleRB - Affluent Business: Burgundy Private Portfolio TeamGrade
DepartmentRB - Affluent BusinessNo. of Positions
LocationCorporate Office, WorliReporting Authority Job Name
No. of Direct ReportsTeam Size
Job Description
Portfolio Management:
.Undertake initiatives to increase profitability and relationship value of clients.
.Focus on driving profitability by increasing customer activation, ETB deepening & retention.
.Ensure timely execution of up migration & down migration process.
.Ensure timely insights on propensity data for TD, Remittance, Retail Assets etc. & pre-approved products.

Customer Engagement and Campaigns based on data analytics:
.Identification of micro segments in existing customer base for new business opportunities.
.Devise cross sell strategy for customers via D2C and digital campaigns.
.Launch new Siddhi nudges to boost Partner productivity.

Portfolio Health & Voice of customer:
.Anchor the client experience survey and drive specific actions based on customer feedback.
.Generate insights into existing channel usage, penetration and innovate ways to enhance client experience.

Key Relationships (Internal or External Stakeholders)Internal Stakeholders: Marketing, DBAT, BIU, Compliance, Service Recovery & Legal team.
External Stakeholders: Vendors & Partners.

Major Competencies Required.Self-starter with high energy and a go- getter approach to drive initiatives.
.Ability to multitask and ensure completion of tasks in hand within timelines.
.Ability to work and influence in a cross functional setup
.Strong analytical, communication and presentation skills.
.Ability to excel in high-pressure situations.
Academic Qualifications / Nature of Relevant Work Experience Required.Graduate/Post-Graduate (MBA from a recognized institute)
.Strong analytical background and campaign management experience