Job Description
| RB - Affluent Business:Portfolio Activation Manager, CASA | |||||
| INTERNAL USAGE: | |||||
| No. of Vacancies: | 1 | Reports to: | |||
| Is a Team leader | N | Team Size: | 0 | ||
| Grade: | Manager / Senior Manager | ||||
| Business: | Retail Banking | Department: | Affluent Business | Sub-Department: | Investment Research |
| Location: | Mumbai | ||||
| About Affluent Business | |||||
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points | |||||
| About the Role | |||||
| The portfolio manager shall be responsible for continuous client engagement on the Mass savings and liabilities book through personalized client level interventions either through D2C or through mapped Customer Service Officers (CSOs). Drive customer engagement and increase size of wallet share through product penetration, cross sell and liabilities book growth. | |||||
| Key Responsibilities | |||||
Work closely with analytics/marketing/branch banking and outbound call centre to deliver business objectives End to end ownership of full program life cycle of existing savings account customers of the bank Continuously liaise with branch banking and CSO channel team to drive adoption of new portfolio initiatives Own and improve customer engagement vectors like credit activation / product cross holding / digital activation / deposit book growth etc. Create and execute various portfolio engagement programs like balance build-up, arrest attrition, reactivation of dormant/inactive customers, reduce account closures etc. Measure program efficacy and ROI at segment level by using established scientific measurement methods Strong understanding of customers financial behaviour. Continuously solve for friction points encountered by customers in their day to day financial decisions Create a customer upgrade plan and ensure right fitment of customers to relevant savings product variant based on customer behaviour and demographics Responsible for achieving high adoption of the newly launched liabilities products Very strong collaboration skills: Ensure timely delivery of projects by managing various stakeholders Branch Banking, Product, Program, IT, BIU, Risk, Compliance, Process Quality, other business teams Ability to analyse current portfolio related activities and reengineer them to suit rapidly changing customer preferences | |||||
| Qualifications | |||||
The candidate should be a post graduate from tier 1 institute and have at least 2-3 years of prior work experience. | |||||
| Role Proficiencies: | |||||
MBA from a Tier I institute only S/he should have good interpersonal skills and must be a good team player. S/he should have the ability to work with cross functional teams Ability to effectively manage time, prioritize tasks and work within deadlines Well-developed sense of urgency and follow through. Advanced spreadsheet and numerical analysis skills. Excellent presentation skills Strong project management and time management skills Must be a self-starter, a highly motivated person able to work in a fast paced and dynamic environment |
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