Portfolio Manager (HNW) with a leading Bank

Roles and Responsibilities

Create segmented framework for driving CASA

Values in book.

Create segmented campaigns along with Marketing

team and drive communication

Monitor performance of each segment and

evaluate course correction on a regular basis

Work closely with SA / CSA product groups to

jointly drive enablers on HNW Portfolio.

Highlight best practices across portfolio for others

to follow

Work closely with Analytics team to create

propensity models / identify new databases to

drive CASA growth.