Product Manager - Customer Engagement Channel - HNI/UHNI
Posted 4 weeks ago
Posted 4 weeks ago
4.7
21+ Reviews
Description:
Job Summary
This is a Senior Leadership position for a Product Manager focused on Customer Engagement Channels for the High Net-Worth Individual (HNI) and Ultra High Net-Worth Individual (UHNI) segment within the Asset Management/Financial Services industry. The role requires 6 -10 years of relevant experience and demands Strategic Thinking and exceptional Communication Skills. The Manager will be responsible for conceptualizing, developing, and managing engagement platforms, tools, and programs designed to deepen customer relationships, enhance digital engagement, and drive product adoption across the premium investor ecosystem.
Key Responsibilities
Customer Engagement Strategy:
- Develop personalized communication journeys and engagement models across digital channels and relationship management platforms.
- Work closely with the digital, analytics, and sales teams to enhance the end-to-end customer experience and retention rates.
Product & Platform Management:
- Identify technical gaps and functional improvement areas in the current customer engagement ecosystem.
- Collaborate with technology and product design teams to implement new features, ensuring scalability and robust performance.
Sales & Distribution Enablement:
- Design initiatives to significantly increase product penetration and AUM within the HNI/UHNI segment across products like Mutual Fund (MF) sales, PMS, and AIF.
- Support the distribution network (banks, wealth partners, private bankers) with customized engagement materials and enablement programs.
Insights & Analytics:
- Track and analyze key engagement KPIs including customer activation, retention rates, cross-sell success, and overall satisfaction levels.
- Build comprehensive dashboards and MIS for regular review by senior leadership.
Marketing & Communication:
- Conceptualize investor education series, webinars, and exclusive brand experiences tailored specifically for HNI/UHNI clientele.
Compliance & Governance:
- Maintain meticulous documentation and secure necessary approvals for all engagement programs and platform changes.
Required Skills & Qualifications:
Work Level & Leadership: Senior Leadership experience with a focus on Strategic Thinking and effective Allocation of Resources.
Core Competency: Must be Result Driven, highly Organised, and possess excellent Communication Skills.
Product Expertise: Demonstrated experience as a Product Head / Product Manager within the Wealth Management space.
Wealth Products: Strong knowledge of wealth products, including Mutual Fund sales, PMS, Portfolio Construction, Portfolio Management, and AIF (Alternate Investment Fund).
Client Segment: Extensive experience understanding and servicing Ultra HNI and HNI client segments.
Compliance: Familiarity with certifications/regulations like NISM and AMFI is highly advantageous.
Location & Education
Industry Type: Asset Management / Financial Services
Function: Product Manager
Education: PG/ Master
Didn’t find the job appropriate? Report this Job
