NRI - Portfolio Manager
DBS Bank
Mumbai, Maharashtra, India
4d ago

Business Function

Digital revolutions are set to change the way we live, work and play. That’s why we’ve spared no effort in ensuring we are at the forefront of this new generation.

Our new digital banking initiative will focus on creating innovative products and services to integrate banking into our customers' digital lifestyle.

Job Purpose (In a brief, specific one or two-sentence statement, answer the questions : "Why does this position exist?" and "What is it expected to accomplish?")

This role is expected to anchor the DBIL Treasures 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 (List the expected end results or KPIs that the job holder is expected to achieve for this job. Do not list more than 5)

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

  • Drive the customer engagement charter that deepens relationship, enhances experience and adds to CVP.
  • Work with stakeholders that effectively aligns across product teams, regions, support functions to co-create and demonstrate business values.
  • Work with the frontline in tracking qualification of newly acquired clients
  • Periodically track portfolio quality and client qualification journey (how fast clients reaching qualification)
  • Job Duties & responsibilities (List the principal duties. Use concise statements that provide a clear understanding of the level of responsibility, complexity, creativity and analysis performed in this position.)

  • Track and monitor revenue, portfolio health and movement of existing portfolio in line with budget
  • Drive penetration and messaging strategy / calendar working closely with product, marketing, analytics, campaign operations
  • Regular monitoring and review of campaign outcomes jointly with product, marketing, analytics
  • Create and drive the customer engagement strategy for DBS Treasures (NRI) using channels of communication as well as in app solutions to deliver a contextual, personalised and relevant messaging experience
  • Ensure a robust strategy is in place to drive portfolio objectives cost effectively
  • Required Experience

    Combination of multiple roles preferred :

  • Product / portfolio management
  • Campaign management / Stakeholder coordination / communication
  • App engagement
  • Exposure to analytics
  • Strategic Presentations
  • Product Knowledge
  • Education / Preferred Qualifications

    Core Competencies

  • Analytical, structured thinking
  • Creativity
  • Stakeholder management
  • Result oriented
  • Technical Competencies

  • Product management
  • Digital marketing exposure
  • Understanding of Analytics
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