Portfolio Officer

The Portfolio Officer is accountable for the BPI Core Mass Market Segment specific sub- portfolio customer – ensure that all touchpoints – product development / pricing, branding, channels, customer experience – continue to adapt around evolving customer needs. Supports the Customer Portfolio Management Head to drive the client segment strategy specific to the sub- portfolio assigned – initiating analysis to drive appropriate strategies for deepening client portfolio across all products and channels. Execute on these strategies as the funnel to the customer, integrating efforts across all products and channels

Responsibilities

• Reviews / Liaises with the Core Mass Market Portfolio Management Head on the research and analysis of relevant information about the assigned sub-portfolio under Core Mass Market Segment, internal factors that affect their behavior as well as the competitive environment affecting these. Ensures understanding of the developments in the industry, consumer banking trends, based on observations, bank/market/industry research studies to identify opportunities and/or threats that will contribute to increasing the Bank’s market share in terms of the Core Mass Market Segments client count, total funds/loans relationship and profitability.
• Ensures ownership and accountability for each subsegment under Core Mass Market Segments client perspective in terms of needs, aspirations and experience to proactively and effectively initiate and/or sustain efforts aligned across all relevant functional groups and systems and consistent with the Core Mass Market Segments mission/vision and strategy.
• Collaborate with SPCs to ensure builds relative to customer need, and competitive context, as well as for execution of strategies mentioned above
• Collaborate with Retail Marketing Services to ensure brand execution (advertising, placements, content) reflects above strategies and targets
• Collaborate with BCMS to ensure that programs are cascaded and executed in the divisions, taking into consideration the peculiarities of the areas/divisions
• Collaborate with product groups on the development and delivery of solutions relevant to the customer needs in the most cost- effective and convenient touch points
  
  

• Bachelor’s degree graduate in Business Management/ Economics/ Marketing or related courses
• At least 2-3 years in Work Experience in retail banking or any industry dealing with known customers
• Background in data analytics management ideally from industries such as financial products/services, retail, or fast-moving consumer goods, preferably in the areas of data/ business analytics or business development
• Proficient in Business/ Data Analytics, exposure to Market Research, Customer Relationship Management (CRM) and loyalty
• Strong communication skills, articulate and flexible
• Exceptional ability to influence decisions and stakeholder management