Senior Manager, Investment Groups

Overview

Key Responsibilities: • Deliver portfolio growth targets by executing strategies that increase investment group acquisition, balances, and overall segment revenue. • Drive profitability and revenue performance through effective cross-sell, retention, and yield optimization initiatives. • Identify growth opportunities by analysing market trends, customer behaviour, and competitor activity to inform strategy. • Design and enhance segment propositions tailored to the needs of investment groups with measurable outcomes such as product uptake, penetration rates, and customer adoption. • Strengthen customer relationships and engagement with investment groups, measured through retention rates, wallet share, and satisfaction scores. • Expand segment visibility and reach through targeted outreach initiatives, partnerships, and community engagement, measured by acquisition and brand presence. • Drive execution of segment initiatives in collaboration with internal teams(product, marketing, digital, and operations), ensuring timely delivery against agreed KPIs and campaign targets. • Enable frontline teams through training and support, improving sales productivity, conversion rates, and customer engagement. • Strengthen governance, risk management, and compliance by identifying key risks, reviewing audit outcomes, enforcing controls, and ensuring adherence to regulatory and internal standards. Requirements: • Education :Bachelors Degree Business or any relevant degree • Professional Qualifications:Project management or business field • Masters Degree Business or any relevant