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Job Description:

Portfolio Manager - ( PRO00005R )


Drive customer engagement through activities at each stage of the customer lifecycle
Early account management through a mix of customer on-boarding and customer servicing in the first 90 days post account opening
Delivering specific portfolio objectives like activation, spends augmentation, offer communication etc, for defined customer segments post 90 days of account opening
Deliver high quality customer servicing through CVM channel
Customer issue resolution
Proactive issue identification and communication, eg, calling on authorization decline cases to help the customer understand reasons of decline
Customer information update in credit cards systems, eg, email ID update
Set defined metrics to measure impact of each CVM activity and continuously measure and publish performance against these metrics
Monitor day-to-day operations at the CVM channel and optimize performance
Arrange for training of CVM agents on different product & process related aspects to ensure high quality customer interactions

Create closes loop processes for end-to-end query resolution of all customer issues within TAT Manage cross-sell of various revenue products like Card Protection Plan (CPP), Insurance etc to augment revenue opportunities for the business

Set up seamless end-to-end processes for sales, fulfilment and issue resolution for all cross-sell activities

Channel management

Drive the various channels like Customer Service, Cards Sales and CVM to ensure delivery against cross-sell targets as defined in the overall business plan
Set monthly cross-sell channel targets in discussion with respective channel owners and in line with overall business objectives
Design and execute optimized incentive schemes to ensure channel delivers against target
Arrange product trainings to ensure that all channels are up to date in terms of product knowledge and deliver a superior quality of customer experience

o Explore opportunities to add to channels of cross-sell


Bachelors degree in any field

Masters degree in business management preferred

Primary Location India-Maharashtra-Mumbai

Work Locations Yes Bank Tower, Ifc Mumbai

YES Bank Tower Indiabulls Finance Centre Tower 2 Senapati Bapat Marg YES BANK Ltd


Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Audit & Risk
Salary : As per Industry Standards
Deadline : 17th Mar 2020

Key Skills:

Company Profile:

Yes Bank Ltdarfix

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