Portfolio Manager

6 days ago


Makati, Philippines Metrobank Full time
Job Summary
  • Study and development of early engagement framework to ensure active engagement of newly acquired cardholders.
  • Development and implementation of early engagement programs.
  • Proactive monitoring of business KPIs such as activation rate, first usage rate and billings of new to bank cardholders.
  • Development of customer education content to guide newly acquired cardholders on how to properly manage their credit cards.
Duties & Responsibilities
  • Achieve overall key performance indicators related to early engagement metrics and portfolio health.
  • Manage portfolio-specific KPIs such as billings, activation rate, first usage rate, authorizations approval rate, ANR and delinquency rates.
  • Conceptualize, create, implement, manage and track assigned early engagement initiatives, including:
  • Lead the development of the early engagement framework.
  • Develop and implement early engagement initiatives for new to bank cardholders.
  • Craft customer education content for new to bank cardholders.
  • Oversee implementation and management of initiatives for Portfolio Health.
  • Coordinate with sales and marketing teams in the roll-out of marketing communications and campaigns to improve early engagement metrics.
  • Coordinate with Product and Data Science teams in monitoring the guardrails and performance of new to bank cardholders.
  • Ensure regulatory compliance for all implemented initiatives.
  • Coordinate with various internal departments to ensure smooth and effective implementation of portfolio health programs.
  • Justify assigned programs, ensuring they are within the parameters of accurate financial and risk models and manage costs based on approved budgets.
  • Develop and enhance end-to-end processes/initiatives related to portfolio health.
  • Perform projects/responsibilities/special tasks that may be assigned from time to time (e.g., BORC, BCP, Cost Champion, e-Champ, etc.).
Qualifications
  • Bachelor’s degree from a college/university; preferably a graduate of a business course.
  • At least 5 years of solid experience in Marketing at an officer/managerial level.
  • Broad understanding of the different areas of the credit card business and the capacity to relate unit’s operations and performance metrics to the overall business of the company.
  • Strong interpersonal skills.
  • Strong working knowledge of MS Word, Excel, and PowerPoint.
Other Details
  • Unit: Consumer Business Sector / Portfolio Management Department
Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Marketing
Industries
  • Banking
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