Rb - Affluent Business:portfolio Activation Manager, Casa

1 day ago


Mumbai Maharashtra, India Axis Bank Full time

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 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 Qualifications 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 Role Proficiencies 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 ComeAsYouAre We are dil se open Women LGBTQIA and PwD candidates of all ages are encouraged to apply Skills Refer to the About Company Axis Bank is the third largest private sector bank in India The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates MSME Agriculture and Retail Businesses The Bank has a large footprint of 4 594 domestic branches including extension counters with 11 333 ATMs 5 710 cash recyclers spread across the country as on 31st March 2021 The Bank has 6 Virtual Centres and has over 1500 Virtual Relationship Managers as on 31st March 2021 The Overseas operations of the Bank are spread over eight international offices with branches at Singapore Dubai at DIFC and Gift City-IBU representative offices at Dhaka Dubai Abu Dhabi Sharjah and an Overseas subsidiary at London UK The international offices focus on Corporate Lending Trade Finance Syndication Investment Banking and Liability Businesses



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