Mass Affluent Cross Sell Officer  

About the Role

The Mass Affluent Cross-Sell Officer is responsible for driving and spearheading segment-specific Cross-sell initiatives that can be tested and operationalized across products and channels. The role will help initiate communication campaigns, process or system improvements, leads management initiatives, and ensure sound and customer-centric journeys and communications plans that will help increase cross-sell and Product Penetration Ratio (PPR) from his/her assigned customer segment.

How you'll contribute

• Translate the top-down strategies to actionable items such as campaign launch, project management or process improvements.
• Identify own strategies on how best to execute initiatives within a reasonable time frame while still ensuring accuracy and clearance from relevant stakeholders.
• Understand and analyze the needs and wants of the identified target segment and ensure all strategic initiatives are aligned to these.
• Suggest and drive Cross-sell process and leads enhancements that will significantly impact Cross-sell count.

What we’re looking for

• 5-10 years of experience in development of strategies for retail customer and retail deposit portfolios.
• Ability to formulate and lead strategic initiatives based on blended understanding of business context mixed with technology and data.
• Excellent data storytelling and presentation skills – both verbal and written
• Must be able to lead, govern and manage people of varying ranks, expertise and tenure to ensure delivery of key strategic initiatives in cross functional teams.