Verified Job
Accounting - Finance
NRI Portfolio Manager
Accounting - Finance
#217270
Remote / WFH
Job Description
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
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
