About the role
AI summarisedThis role is a Consumer Segments Specialist at a bank, responsible for managing value proposition partnerships, customer engagement, operational excellence, and event organization for Preferred Banking and Emerging Affluent segments. The specialist facilitates partner onboarding, negotiates terms, oversees the Introducer Programme, and ensures effective customer communications.
BusinessFull-timeGeneral
Key Responsibilities
- Facilitating the onboarding process for partners to strengthen the overall value proposition, ensuring seamless integration and alignment with business objectives.
- Engaging in strategic negotiations with partners to maximize value and secure the most favourable terms and discounts, fostering long-term mutually beneficial relationships.
- Managing and overseeing the end-to-end contract lifecycle, including liaising partners, reviewing agreements, and ensuring compliance with contractual obligations.
- Heading and overseeing the end-to-end management of the Introducer Programme, including strategic enhancements to increase its attractiveness and engagement for potential introducers.
- Developing and delivering customer communications across all channels to ensure consistent and effective messaging.
- Overseeing the timing and frequency of customer communications to optimise engagement and prevent oversaturation.
- Segmenting and personalising customer communications based on key factors such as age, demographics, purchase history, and customer behaviour to enhance relevant and effectiveness.
- Ensuring the timely retrieval of accurate data from the relevant team to support operational and analytical needs, while maintaining data integrity and compliance with company standards.
- Conducting the maker-and-checker process for all promotional fulfilments to ensure accuracy, compliance, and proper validation before execution, minimizing errors and maintaining process efficiency.
- Drafting and finalizing official memos, ensuring accuracy and clarity, and coordinating the approval and sign-off process with relevant stakeholders to maintain proper documentation and compliance.
- Collaborate with service ambassadors and branch staff for the management of customer walk-in experience at branch and lounge.
- Managing and responding to inquiries from sales and service personnel in a timely and efficient manner.
Requirements
- Degree Holder
- CMFAS Qualifications – M5, M8, M8A, M9, M9A, and HI would be an advantage
- 5-7 years of experience in Business Development, preferably in banking and financial services
- Sound knowledge of banking products, services, processes and regulatory requirements
- Good written and verbal communication skills
- Good planning and organizational skills