PORTFOLIO HEAD
Bank of the Philippine Islands (BPI)
Date: 1 week ago
City: Manila
Contract type: Full time
The Portfolio Head is accountable for (and the voice of) the BPI Core Mass Market Segment – ensuring that all touchpoints – product development / pricing, branding, channels, customer experience – continue to adapt around evolving customer needs.
This role will drive the BPI Core mass segment strategy – initiates analysis to develop appropriate business and marketing strategies for deepening and usage. Execute on these strategies as the funnel to the customer, integrating efforts across all products and channels.
Responsibilities
This role will drive the BPI Core mass segment strategy – initiates analysis to develop appropriate business and marketing strategies for deepening and usage. Execute on these strategies as the funnel to the customer, integrating efforts across all products and channels.
Responsibilities
- Creates presentations, conducts regular reviews and reports on analytical findings and segment performance-- can pull together and interpret varied data and sources to create a seamless story to inform better decision- making and support segment deliverables (sourcing data from FCU, Market research, Data Science, CIA, and BDW).
- Initiates research and analysis of internal data and relevant information about the Segment and the internal and external factors that affect their behavior and preference.
- Ensures understanding of the developments in the industry, consumer banking trends, based on observations, bank/market/industry studies/researches to identify opportunities and/or threats that will contribute to increasing the Bank’s market share in terms of total funds/loans relationship and profitability.
- Ensures ownership and accountability for the Segment's 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 Segment's mission/vision and strategy.
- Leads the program implementation, monitoring, and evaluation of results. Ensures that all programs are aligned with the business strategies and objectives. Ensures that all necessary clearances and approvals are secured and properly documented.
- Leads the collaboration with internal and external partners 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 or MBA graduate
- 5-7 years' experience in retail banking or any industry dealing with known customers, including the management of thereof
- Ideally from industries such as financial products/services, retail, or fast-moving consumer goods, preferably in the areas of traditional/digital marketing, sales, branch banking or business development
- Proficient in Data Analytics, Exposure in Market Research, Customer Relationship Management (CRM), and loyalty
- Highly proficient in using digital platforms, channels, and gadgets
- Skilled in MS Office (Excel and Data visualization systems)
- Exceptional ability to influence decisions and stakeholder management
- Strong communication skills, articulate and flexible
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