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Portfolio Upgrade Specialist

2 weeks ago

Taguig, National Capital Region, Philippines Metrobank Full time

Metrobank's mission is to provide opportunities that enhance skills and unlock talents, helping individuals evolve into well-rounded professionals. We supply all necessary pieces to enable employees to do their best work, unleashing full potential to secure their future and lead fulfilling careers.

Job Summary:

The Portfolio Management Officer will develop and implement strategies to upgrade identified mass market segments to higher segments by increasing product take-up in close coordination with the Institutional Cross-Sell team and other internal stakeholders.

Key Responsibilities:

  • Analyze internal data to understand customer behavior.
  • Conduct market research to identify threats and growth opportunities.
  • Develop strategic initiatives to upgrade mass market segments.
  • Implement initiatives and work with internal and external agencies to execute campaigns.
  • Manage cross-functional teams and collaborate with other groups for project execution.
  • Coordinate with control units to ensure compliance.