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Business Descriptor:

Role purpose

Drive the delivery of trusted data, actionable analytics and customer lifecycle capabilities for HSBC India’s Brokerage business.

The role will combine data management, business intelligence, customer lifecycle management (CLCM), campaign and marketing execution, and applied data science. The role holder will own the operational flow of customer and campaign data across the lifecycle — from data ingestion and quality controls through segmentation, campaign activation, communication delivery, measurement and optimisation.

The role will work closely with Marketing, Product, Operations, Technology to build effective customer funnels, deliver targeted campaigns and improve acquisition, activation, engagement,



trading activity, retention and customer value.

Key responsibilities

1. Customer lifecycle management

• Define and operationalise customer lifecycle journeys across acquisition, onboarding, activation, engagement, conversion, retention and reactivation.

• Develop and monitor customer funnels, including sign-up, onboarding, first transaction, repeat trading, product adoption, engagement and retention.

2. Data pipeline setup

• Manage and monitor data pipelines supporting customer segmentation, campaign triggers, audience creation, delivery and performance measurement.

• Work with Technology and Data Engineering to resolve data-quality issues, breaks in data movement, latency, reconciliation exceptions and incomplete customer records.

• Manage the operating model and business requirements for brokerage platform & 3rd party integrations across data ingestion, segmentation, orchestration, campa

📌 BI Visualisation Development (Mumbai)
🏢 HSBC Global Services
📍 Mumbai