RB - Affluent Business:Portfolio Activation Manager, CASA

Manager / Senior Manager

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

�        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 customer�s 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

Optimal qualification for success on the job is:

�        The candidate should be a post graduate from tier 1 institute and have at least 2-3 years� of prior work experience.

For successful execution of the job, a candidate should possess the following:

�        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