Partner Portfolio Intelligence - New Economy Group
- Mumbai, Maharashtra
- Permanent
- Full-time
- 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.
- 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.
- 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.
- 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.