RB - Affluent Business:Portfolio Activation Manager, CASAINTERNAL USAGE:No. of Vacancies:1Reports to: Is a Team leader?NTeam Size:0 Grade:Manager / Senior Manager

Business:Retail BankingDepartment:�Affluent BusinessSub-Department:Investment ResearchLocation: MumbaiAbout Affluent BusinessAffluent 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 RoleThe 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

� Solid 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

QualificationsOptimal 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'

Refer to the

📌 RB - Affluent Business:Portfolio Activation Manager, CASA (Mumbai)
🏢 Axis Bank
📍 Mumbai