Senior Associate,Segment Product Manager,Consumer Banking Group
Core
Drive growth, profitability, and service excellence for the affluent client segment (Treasures) by optimizing Relationship Manager performance, managing P&L, and enhancing channel efficiency.
Role type
Senior Associate, Segment Product Manager
Builds
Treasures segment service model and client experience
Domain
Consumer Banking / Affluent Wealth Management
Deliverable
product features
Required skills
P&L management, Relationship Manager performance optimization, customer segmentation strategy, data analytics, strategic planning, stakeholder management
Preferred skills
CFA, CFP
Technologies
data analytics tools
Responsibilities
Lead initiatives to optimize Relationship Manager performance across sales and service metrics; Oversee and manage P&L metrics for the Treasures segment; Act as a key liaison between management and the frontline team to communicate strategy and address operational challenges; Manage the end-to-end customer segmentation process including upgrades and downgrades; Utilize data analytics to create actionable insights that drive overall channel efficiency.