Portfolio & Campaign Manager

Vrinda Consultants
  • Mumbai
  • 10-15 lakh
  • 8-12 years
  • Views
  • 16 Jan 2017

  • Senior Management-Finance

  • Recruitment/ Staffing
Job Description

- Portfolio Analytics of CA book, understanding trends of value build up, attrition, channel usage, profitability, transaction preference etc.

- Assessing base value movement at product / Channel / Portfolio level

- Defining & Monitoring initiatives to maximize Value build up in Portfolio accounts

- Drive high customer engagement with the bank & buildup of values in accounts through customer life cycle campaigns

- Execution of campaigns through branch RMs, call center, direct channels

- Establishing & driving execution framework to increase transaction/wallet share of the customer in identified target base (Focus Branches / Focus Customer group)

- Monitoring initiatives on Value build up in Portfolio accounts in BrB

- Creating framework for Trigger Management / Event Based Triggers / Warning System and drive trigger based engagement through CRM, tele callers.

- Provide inputs from portfolio analysis for improving quality of sourcing, segmentation, higher engagement, channel migtration, attrition management, complaint handling quality etc.

- Central Campaigns through the Life Cycle of the Customer using customer intelligence - Definition / Execution Template / Outcome Monitoring

- Identifying & executing system developments/enhancements opportunities to streamline/improve efficiency of product delivery & processes

- Minimum 3 years of experience of handling portfolio analytics, customer engagement strategies, campaign management

- Should have preferably handled customer relationship / sales / service role for 2-3 years

Competencies/Skill sets for this job

Portfolio Analytics Customer Intelligence Campaign Management

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About Organisation

Vrinda Consultants