Description

Main Accountabilities

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.

📌 Senior Manager - Segments - Wealth - Segment - Mumbai - Lodha (I-Think Techno Campus) (Thane)
🏢 Recognized
📍 Thane