Assistant Manager/Senior Officer, Portfolio Management (Digital Engagement and Retention)
Core
Plan and execute customer engagement journeys through behavior analysis, manage leads generation, and oversee marketing material execution to drive cross-sell and retention.
Role type
Senior IC marketing operations and campaign management specialist
Builds
Customer engagement campaigns, marketing materials, and lead management processes
Domain
Insurance / Digital Marketing
Deliverable
product features
Required skills
Customer behavior analysis, CRM management, A/B testing, cohort analysis, marketing automation, stakeholder coordination, campaign performance tracking
Preferred skills
Financial services experience, Google Analytics, Tableau, predictive modelling
Technologies
Salesforce Marketing Cloud, Google Analytics, Tableau
Responsibilities
Plan and execute customer engagement journeys, manage leads generation and follow-up, coordinate agency development of marketing materials, oversee end-to-end approval processes, optimize campaign effectiveness through analysis, drive cross-functional collaboration
Seniority
Senior, hands-on IC