Product Manager - Customer Engagement Channel - HNI / UHNI

WorkassistHyderabad, India

3 days ago

Job description

Product Manager - Customer Engagement Channel (HNI / UHNI)

Job Summary

This is a Senior Leadership position for a Product Manager focused on Customer Engagement Channels for the High Net-Worth Individual (HNI) and Ultra High Net-Worth Individual (UHNI) segment within the Asset Management / Financial Services industry. The role requires 6 -10 years of relevant experience and demands Strategic Thinking and exceptional Communication Skills. The Manager will be responsible for conceptualizing, developing, and managing engagement platforms, tools, and programs designed to deepen customer relationships, enhance digital engagement, and drive product adoption across the premium investor ecosystem.

Key Engagement Strategy :

Design and execute strategic customer engagement strategies to strengthen relationships with HNI / UHNI investors and drive retention.
Develop personalized communication journeys and engagement models across digital channels and relationship management platforms.
Work closely with the digital, analytics, and sales teams to enhance the end-to-end customer experience and retention rates.

Product & Platform Develop and manage digital platforms, apps, and tools specifically designed to enhance the HNI investor experience (e.g., portfolio dashboards, advisory tools, digital onboarding solutions).

Identify technical gaps and functional improvement areas in the current customer engagement ecosystem.

Collaborate with technology and product design teams to implement new features, ensuring scalability and robust performance.

Sales & Distribution Partner with HNI sales and relationship management teams to provide actionable product insights, necessary tools, and compelling engagement content.

Design initiatives to significantly increase product penetration and AUM within the HNI / UHNI segment across products like Mutual Fund (MF) sales, PMS, and AIF.

Support the distribution network (banks, wealth partners, private bankers) with customized engagement materials and enablement programs.

Insights & Use advanced data analytics and customer insights to identify behavioral patterns and design targeted, personalized engagement campaigns.

Track and analyze key engagement KPIs including customer activation, retention rates, cross-sell success, and overall satisfaction levels.

Build comprehensive dashboards and MIS for regular review by senior leadership.

Marketing & Work closely with the marketing team to design campaigns, digital content, and exclusive engagement programs for premium investors.

Conceptualize investor education series, webinars, and exclusive brand experiences tailored specifically for HNI / UHNI clientele.

Compliance & Ensure all communication and product engagement initiatives adhere strictly to SEBI, AMFI, and other relevant regulatory guidelines.

Maintain meticulous documentation and secure necessary approvals for all engagement programs and platform changes.

Required Skills & Qualifications :

Work Level & Leadership : Senior Leadership experience with a focus on Strategic Thinking and effective Allocation of Resources.

Core Competency : Must be Result Driven, highly Organised, and possess excellent Communication Skills.

Product Expertise : Demonstrated experience as a Product Head / Product Manager within the Wealth Management space.

Wealth Products : Strong knowledge of wealth products, including Mutual Fund sales, PMS, Portfolio Construction, Portfolio Management, and AIF (Alternate Investment Fund).

Client Segment : Extensive experience understanding and servicing Ultra HNI and HNI client segments.

Compliance : Familiarity with certifications / regulations like NISM and AMFI is highly advantageous.

Location & Education

Industry Type : Asset Management / Financial Services

Function : Product Manager

Education : PG / Master

(ref : iimjobs.com)

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Engagement Manager • Hyderabad, India