Portfolio Manager – Savings Account

Role Details:

The Portfolio Manager – Savings Account will be responsible for managing portfolio performance, driving analytics-led growth, and optimizing customer lifecycle strategies. The role will leverage data, AI, and digital capabilities to improve acquisition, engagement, and profitability across Savings Account segments.

Overall Job Description

1. Portfolio Performance & Analytics

• Track and analyze CASA growth, balances, customer mix, and profitability
• Build AI-driven dashboards for real-time monitoring of portfolio health
• Use predictive analytics to identify trends in acquisition, churn, and engagement
• Identify portfolio gaps and recommend data-backed interventions

2. Customer Lifecycle & Engagement

• Design and execute lifecycle campaigns (onboarding → activation → retention)
• Use propensity models for targeted cros...