Develop relevant and cost-efficient strategies supported by analytics and financial data targeted at segmented customer base in order to drive: 1) Portfolio Sales ENR, 2) Channel management and drive sales targets for assigned sales channels, 3) Other existing customer management activities (attrition, line management, activation)
Drive product awareness through various channels (panel of external brokers/branch personal bankers/RWM relationship managers/Branch Managers) to build new-to-bank (NTB) sales pipeline and drive the utilization for Share Margin Financing (SMF) business.
Lead, develop and execute series of marketing campaigns to engage cardholders to drive card spend and frequency via holistic customer engagement programs such as compelling tactical usage campaigns, year-long consumer programs leveraging merchant categories and spend insights (dining, eComm, family entertainment & travel).
Drive Partner Acquisition: Proactively recruit, engage, and maintain relationships with strategic referral partners (Nationwide HLA agents) to drive mortgage and auto loan submissions.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Drive product awareness through various channels (panel of external brokers/personal bankers/relationship managers) to build new-to-bank (NTB) sales pipeline and drive the utilization for Share Margin Financing (SMF) business.
Define and deep-dive into luxury consumer personas - from our affluent trendsetters to our Ultra-High-Net-Worth private clients—curating specialized journeys for across Private Bank, HLB Priority and Branch Wealth Distribution.
Overall responsible for credit risk management and evaluation of C&C loans within portfolio with minimal accounts turning NPL/High Risk / Watchlist after review.