Portfolio & Customer Engagement Lead

Portfolio & Customer Engagement Lead – Current Accounts

 

Location: Mumbai

 

Why this role matters

Our customers already bank with us. The opportunity is to deepen those relationships, increase engagement and become their primary banking partner. We are looking for a highly analytical and execution-focused leader who can convert data into action and drive long-term portfolio growth.

 

What you'll do

• Own the Current Account portfolio growth strategy.
• Drive customer engagement, lifecycle management and cross-sell initiatives.
• Use customer analytics to identify growth opportunities and portfolio risks.
• Design and execute customer campaigns across multiple channels.
• Improve wallet share, product attachment and customer activity.
• Build actionable dashboards and management reviews.
• Share senior management analytics and presentations.
• Work closely with business, analytics, digital, marketing and channel teams.
• Lead a team focused on portfolio growth and customer value creation.

 

What we're looking for

• 8-10 years of experience in Banking, Financial Services, Fintech or Payments.
• Strong portfolio management and customer analytics skills.
• Experience in campaign management and customer lifecycle programs.
• Excellent presentation and stakeholder management skills.
• Strong execution capability and follow-through mindset.
• Ability to convert insights into measurable business outcomes.

 

Who will enjoy this role

Someone who loves data but is equally passionate about driving action and business impact.