Job Description
- Identify target customer segments/sub-segments
- Manage customer knowledge by segment/sub-segment
- Manage customer portfolio by segment/sub-segment
- Analyze business development opportunities
- Lead the development of business plans
- Lead the development of business models by segment
1. Build, manage and organize operational activities:
- Build segment thresholds: revenue/income thresholds and other criteria and characteristics
- Build criteria, frequency of information collection, information supplementation
- Build portfolio management principles, customer grouping
- Build standard criteria for each customer group in the segment: identification indices, AUM, number of products held, product penetration rate for the segment...
- Build rules for customer retention management and attrition management
- Lead the development of 8-tier business models by segment
or
- Identify opportunities from internal information and collect external information from current customers (surveys, interviews, market research, information collection, analysis...) to propose/suggest business development
- Build annual business plans by segment: key actions by year/quarter/month; reports tracking business management targets for each period
2. Build:
- Regulations on rules and action guidelines for each customer group;
- Catalog of segments and sub-segments with their own characteristics and identification index sets for each customer catalog/segment;
- Set of attrition management indices and Set of guidelines for actions promoting customer retention;
- Periodic reports on business opportunities;
- Business ideas;