Associate/Senior Associate Section/AVP - NRI Portfolio Management

Rank: Associate/Senior Associate Section/AVP

Job Purpose

This role is expected to anchor the NRI revenue and drive portfolio objectives of activation, usage, cross sell and retention of clients. Given that

NRI proposition is mostly digitised (app based), hence digitally delivering customer engagement metrics is also a critical responsibility of the job holder.

Key Accountabilities:

1. Drive portfolio revenues through effective inroads in the existing base, and consistently increase activation of the client towards product penetration. Ensure activation, balance build, digital usage, cross sell, retention and revenue realization in line with the budget

2. Drive the customer engagement charter that deepens relationship, enhances experience and adds to CVP.

3. Work with stakeholders that effectively aligns across product teams, regions, support functions to co-create and demonstrate business values.

4. Work with the frontline in tracking qualification of newly acquired clients

5. Periodically track portfolio quality and client qualification journey (how fast clients reaching qualification)

Job Duties & responsibilities:

(A) Track and monitor revenue, portfolio health and movement of existing portfolio in line with budget

(B) Drive penetration and messaging strategy/calendar working closely with product, marketing, analytics, campaign operations

(C) Regular monitoring and review of campaign outcomes jointly with product, marketing, analytics

(E) Ensure a robust strategy is in place to drive portfolio objectives cost effectively

Required Experience:

Combination of multiple roles preferred:

1. Product / portfolio management

2. Campaign management / Stakeholder coordination / communication

3. App engagement

4. Exposure to analytics

5. Strategic Presentations

6. Product Knowledge

Education / Preferred Qualifications - MBA