Portfolio Campaign Management Officer

Bank of the Philippine Islands (BPI)

Negotiable
On-site - Makati3-5 Yrs ExpBachelorFull-time
Share

Job Description

Description

The Portfolio Campaign Management Officer is primarily responsible for the execution of strategic and tactical customer portfolio campaign actions throughout the customer lifecycle of the Business Banking clients from acquisition to deepening, to loyalty and retention in order to contribute to the overall profitability of the Business Banking Group.


Duties and Responsibilities:

  • Assist in identifying opportunities based on data-driven analyses and market research to drive efforts around customer acquisition and portfolio growth.
  • Works with various internal and external business units (i.e. Marketing, Credit Risk, and IT/Business Data Warehousing, Enterprise customer intelligence, CRM, external research agencies, etc.) to identify gaps, develop a learning agenda, create research plans and design business studies and innovation-focused insight generation activities to enable immediate customer activation, deepen customer relationship through proactive upsell/cross-sell/balance-building/re-availment of relevant products and services, enhance customer loyalty and retention that will contribute to the overall profitability of the BB business.
  • Provide support to Sales and Marketing teams in designing and executing acquisition and portfolio campaigns.
  • Reviews, coordinates and provides analysis and recommendations to the Sales Heads to ensure that campaign objectives, target market, product fulfillment and offers are aligned with the relevant to the customer segment needs and business priorities.
  • Coordinates with the Sales team to identify and understand the needs/wants of the various customer segments, market trends and opportunities, and monitors and analyses competitive activity in order to provide more targeted/localized, compelling and differentiating programs.


Qualifications:

  • Bachelor's degree in Business or Management
  • At least 5 years' work experience in the sales, marketing, and other financial management related role.
  • Good people management and interpersonal skills, strong in oral and written communication, and process oriented.
  • High proficiency in MS Office, MS Powerpoint, MS Excel.

Requirements

Please refer to job description.

CommunicationProblem SolvingAdaptabilityTime ManagementTeamworkAttention To DetailCritical ThinkingOrganizationCreativityCustomer Service
Preview

Boss

HR ManagerBank of the Philippine Islands (BPI)

Working Location

Ayala North Exchange Tower 1, 6796 Ayala Avenue cor. Salcedo St., Legazpi Village, Makati City , Metro Manila, PH

Posted on 16 May 2025

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.