About the Role:

We are looking for a customer-focused and analytical Segment Manager Wealth Management to drive customer segmentation, digital engagement, and strategic initiatives for the wealth business.

The role is responsible for understanding customer behavior, developing segment-specific strategies, improving customer experience, and executing digital campaigns that enhance acquisition, engagement, and retention.

Key Responsibilities:

- Develop and manage customer segmentation frameworks based on demographics, investment behavior, financial needs, and lifecycle stages.

- Analyze customer data to identify trends, preferences, and opportunities for targeted engagement.

- Conduct market research and competitive analysis to understand evolving customer expectations.

- Create actionable customer personas to support business growth and product development.

- Leverage data analytics to improve customer acquisition, retention, and portfolio growth.

- Drive digital transformation initiatives for the wealth management business.

- Manage customer experience across digital platforms including websites, customer portals, mobile applications, and self-service channels.

- Enhance customer journeys by identifying pain points and implementing experience improvements.

- Oversee digital communication strategies including email campaigns, notifications, newsletters, and personalized customer communications.

- Plan and execute customer lifecycle marketing campaigns across multiple digital channels.

- Design personalized engagement initiatives for existing and prospective wealth management clients.

- Partner with Product, Sales, Marketing, and Relationship Management teams to design customer-centric solutions.

- Analyze customer portfolios to identify opportunities for cross-selling and portfolio expansion.

- Support relationship managers with customer insights that improve advisory conversations.

- Define KPIs for customer segmentation and digital engagement initiatives.

Required Skills:

- Strong understanding of customer segmentation and customer lifecycle management.

- Experience in digital marketing, customer engagement, and campaign management.

- Excellent analytical skills with experience in customer data analysis and business intelligence.

- Strong knowledge of CRM platforms and customer analytics tools.

- Experience managing digital customer journeys and omnichannel engagement.

- Excellent stakeholder management and cross-functional collaboration skills.

- Advanced proficiency in Microsoft Excel, PowerPoint, and reporting tools.

- Understanding of wealth management products, investment solutions, and financial services.

Preferred Qualifications:

- MBA / PGDBA / PGPM from a recognized institute.

- 4-8 years of experience in Wealth Management, Banking, Asset Management, Financial Services, Customer Strategy, Digital Marketing, CRM, or Product Management.

- Experience in customer analytics, digital transformation, or customer experience management will be preferred.

- Familiarity with marketing automation, CRM systems, and data visualization tools such as Power BI or Tableau is an added advantage.