Job Purpose The Manager, Deposit & Wealth is responsible for driving the growth of Consumer Banking deposits and wealth solutions, including CASA, Term Deposits, Certificate of Deposit (CD), Money Market Funds (MMF), and other investment-related products. The role focuses on growing customer assets, increasing product penetration, enhancing customer engagement, and delivering sustainable portfolio growth through effective product, channel, and partnership initiatives.
Key Responsibilities
Strategy & Planning
Support the Head of Deposit, Wealth & Segments in developing and executing deposit and wealth growth strategies
Translate business priorities into clear initiatives, KPIs, and execution plans across products, channels, and partnerships
Identify growth opportunities through customer insights, market trends, and competitive analysis
Deposit & Wealth Growth
Drive growth across
CASA balances and active accounts
Deposit balances and portfolio profitability
CD and MMF balances/AUM
Total customer assets and wallet share
Develop initiatives to increase customer funding, asset retention, and product penetration
Work closely with Segment, Branch, Digital, and Partnership teams to drive acquisition, activation, and asset growth
Customer Acquisition, Activation & Engagement
Partner with external players (Wealth, Insurance, lifestyle ecosystem) to:
Drive customer acquisition and funding
Increase account activation and usage
Improve customer engagement and retention
Promote cross-sell and asset deepening opportunities
Design and execute campaigns to drive transaction banking activities including salary crediting, payments, transfers and digital banking usage
Leverage customer data and analytics to understand customer behavior, lifecycle needs and growth opportunities
Product & Channel Enablement:
Enhance customer journeys across CASA, Deposits, CD, MMF and Transaction Banking products to improve customer experience and product adoption
Work closely with Mobile App, Technology and Operations teams to implement product enhancements and process improvements
Support the rollout of product initiatives, campaigns and sales enablement activities across channels
Governance & Stakeholder Management
Coordinate across Product, marketing , Risk, Compliance Finance, Operations and IT to ensure smooth and timely execution
Support governance processes including
Business case approvals
Product/program reviews
Post-implementation evaluations
Ensure all segment initiatives comply with internal policies and regulatory requirements
Job Requirements:
Banking / Finance / Business degree and equivalent functional experience
Minumum 5 years experience in retail banking, digital banking, wealth, insurance.
Technical/Functional skills
Strong understanding of CASA, Deposits, Transaction Banking, and investment products.
Proven experience in driving asset growth, customer acquisition, activation, and portfolio performance.
Strong commercial and analytical mindset with the ability to translate insights into business actions.
Experience in managing business performance, KPIs, and growth initiatives.
Strong stakeholder management and cross-functional collaboration skills.
Good project management and execution capabilities.
Personal skills
Results-oriented and customer-focused.
Strong communication and presentation skills.
Analytical thinking and problem-solving ability.
Strong execution and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Proactive, collaborative, and self-motivated.
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