Manager - Segments - Wealth - Mumbai - Lodha (I-Think Techno Campus) - JM MT

1 week ago


India Tata Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year
Description

Strategic Planning and Analysis:

  • Manage Key digital initiatives for wealth business
  • Manage Customer Experience & Delight – communications, engagements, activation, portal & website, etc
  • Digital Communications – Campaigns, notifications, other relevant communications for existing & prospective customers 
  • Manage customer service desk, QRC process & Customer Surveys, social media, etc
  • Other Digital campaigns, marketing & branding activities for customers & prospective customers
  • Act as a consultant and subject matter expert to segment business lines and the Institutional Partners that use the suite of Advisory Services.
  • Understand pipeline and sales strategy; determine client opportunities and support needs; and develop an annual plan to support needs of clients.
  • Utilize data analytics tools and techniques to identify trends, behaviours, and opportunities within different customer segments.
  • Monitor market dynamics and competitive landscape to assess how they impact customer segment requirements.
  • Provide actionable recommendations to enhance product development and marketing strategies, ensuring they align with segment-specific expectations.

Customer Segmentation:

  • Collaborate with cross-functional teams, including Marketing, Product Development, and Sales, to identify customer segment requirements and preferences.
  • Develop targeted product offerings, services, and marketing campaigns based on customer profiles and segment-specific needs.
  • Develop and implement strategies for acquiring and retaining clients within each segment.
  • Collaborate with Marketing teams to create tailored content, communications, and campaigns that resonate with target segments.

Financial and Portfolio Management:

  • Meets with clients to assess asset status, needs, risks, goals, and progress.
  • Prepares financial statements, business activity reports, and forecasts.
  • Develops, organizes, and maintains client portfolios.
  • Manages client assets according to investment preferences and goals.

Performance Monitoring and Adaptation:

  • Monitor the performance and effectiveness of segment-specific initiatives, adjusting strategies as needed.



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