Partner Portfolio Intelligence - New Economy Group

Job Requirements

Role / Job Title : Partner Portfolio Intelligence-New Economy Group

Function / Department : New Economy Group

Job Purpose

&aposThis role will own portfolio management and intelligence for NEG, ensuring complete visibility, structured tracking, and actionable insights for the NEG universe to drive P&L outcomes and informed decision-making.

Roles & Responsibilities

&apos1. Portfolio Management :

• Maintain and continuously update the NEG customer universe, ensuring a detailed and accurate view across segments and sectors, identifying NTB acquisition opportunities through market intelligence and industry insight.
• Track onboarding, activity, and lifecycle metrics across the portfolio and coverage of all of bank's products across WB, RB, PBG etc.
• Ensure target alignment across NEG teams, tracking performance against business objectives and KRAs.
• Play a key role in Account Planning based on available data and intelligence to support zonal teams in pitching especially to large start-ups and FS to address their unique and diverse needs.
• Business Intelligence :
• Build and maintain dashboards and MIS to monitor NEG business, product performance, and customer segments.
• Identify NTB acquisition opportunities for NEG using structured data analysis and market intelligence.
• Support cross-sell and upsell initiatives through insights into customer behavior and gaps.
• Review & Governance :
• Drive structured monthly and quarterly portfolio reviews with sales, product, and senior management.
• Maintain P&L visibility for NEG, ensuring revenue and cost levers are tracked and actioned.
• Build frameworks for monitoring customer cohorts, wallet share, and churn predictors.
• Stakeholder Management :
• Liaise with sales teams, BI teams, and finance to ensure alignment of portfolio intelligence with business objectives.
• Work closely with the Product & Program Head to provide strategic inputs for NEG planning.

Key Success Metrics

&apos1. CA Acquisition (No of Accounts) 2. CA Balances 2. TD Balances 3. Investment AUM 4. TFX Fees 5. Loan disbursals 6. CMS Mandates 7. Journeys Created 8. Processes Defined

Qualifications

MBA / CA / CFA or equivalent from a reputed institution.

Years Of Experience

5-10 years of experience

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Skills Required

Portfolio Management, Data Analysis, Stakeholder Management, Business Intelligence