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Sr. Officer, Specialist, Emerging Affluent Portfolio Manager, Consumer Banking Group

Capital Place Branch💼 Full-time🗓 2026-07-23 → 2026-09-27

Core

Execute end-to-end referral campaigns, support cross-selling initiatives, monitor campaign fulfilment, and manage post-acquisition onboarding communications to drive customer acquisition in the retail banking segment.

Role type

Specialist, Emerging Affluent Portfolio Manager (Consumer Banking)

Builds

Referral campaigns, cross-selling initiatives, customer acquisition journeys

Domain

Consumer Banking / Retail Banking

Deliverable

product features

Required skills

Campaign execution, cross-selling strategy, onboarding communication management, analytical thinking, logical reasoning, stakeholder communication, self-driven decision making, fast-paced environment adaptability

Preferred skills

None stated

Technologies

None stated

Responsibilities

Execute end-to-end referral campaigns from proposal to complaint handling, support cross-selling initiatives, monitor and track campaign fulfilment, manage post-acquisition onboarding communication journey, involve in Dynara project for Treasures-Lite acquisitions

Seniority

Specialist, individual contributor

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