Axis Bank - Head - Portfolio Management - Affluent Business - IIM/ISB/MDI/FMS

Department: Affluent Business

Reporting Authority Name : Head, Products and Portfolio

Grade: AVP

Job Description:

1. Analyse portfolio data to derive insights to enhance quality and stakeholder satisfaction

2. Focus on value enhancement from customers

3. Identify opportunities to cross Sell to increase penetration growth of balance building products : Debit card, Retail Assets, Fixed Deposit, IPG, Bill Pay, Axis Direct & Locker

4. Alternate channel activation and usage programs : ATM, Mobile and Net Banking

5. Track and conduct activities to improve the true rate of the portfolio

6. Portfolio activation and usage - Drive activation campaigns for Dormant, Inactive, Active customers

7. Undertake Attrition analysis & define strategies for customer retention

8. Campaign measurement - Evaluate campaign conversion and monitor the profitability, of the various campaigns and contests

9. Work with Sales team, Affluent RMs and Market Heads to drive activation initiatives at field level

10. Coordinate and publish MIS, including CI ratio for various activation campaigns

11. Design and Implement special initiatives / projects from time to time to meet overall portfolio objectives

12. Ensure data consistency across multiple platforms

Major Competencies Required:

Project management

- Cross functional / industry expertise - Work with different stakeholders across the bank to execute concepts, designs, etc. The candidate should be able to co-ordinate with different stakeholders to get the work done

- Interpersonal capabilities and good written and verbal communication skills

- Ability to understand concepts and covert them into tangible deliverables

- Ability to multi task and work independently for taking rational decisions

- Analytical skills - Using extensive data analysis and work with the business intelligence unit to back all product, portfolio and customer engagement related decisions

- Presentation skills (PPT)

Sound Excel skills:

- Preferably an MBA from a Tier 1 B-school

- 2-5 years in the current job

- Retail banking experience or customer engagement roles in telecom industry preferred