Portfolio Management- Customer to RM mapping, Portfolio Health, Managing Book movement in term of SA and RV, Product Penetration and Product Holding
- Campaign Management- Coordinating with respective Product Teams to ensure relevant campaigns are available in Sales Force CRM
- Incentive structure management - from ideation to execution
- End to end ownership of Sales Force CRM
- Business Planning, Budgeting, preparation of Dashboards and tracking Key Performance Indicators of the channel
Job Requirements
- Understanding of both channel management and portfolio management for Mass Affluent Segment
- Ability to influence/Relationships Managements skills
- Exceptional communication skills
- Attention to details – For identifying operational misses and process gaps
- Excellent analytical and problem solving skills
- Robust project managements and organizational skills