433 Customer Segmentation Jobs - Page 13

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

6-8 years of product marketing experience in B2B SaaS or Enterprise Software, preferably in Healthcare Technology Healthcare industry knowledge and experience is highly preferred. Proven track record of developing successful go-to-market strategies and product launches Excellent written and verbal communication skills, with the ability to translate complex technical concepts into compelling stories Proficiency in creating highly visually-appealing marketing assets such as pitch decks, brochures , and sales collateral Data-driven mindset with experience using analytics to inform decision-making and measure marketing impact Strong collaboration skills and ability to work effectively with cross-functional teams Experience with Physician Engagement, Healthcare AI, Data Management, Data Warehousing solutions is a plus Must be willing to overlap working hours with US Pacific Time Zone Bachelors degree required; MBA or advanced degree in a related field preferred.

Role Responsibilities: Assist in CRM campaign planning and execution Support segmentation and targeted communication Coordinate retention-focused marketing strategies Conduct competitor and market benchmarking Key Deliverables: Defined customer segments for campaigns Implemented lifecycle management setup Executed remarketing initiatives Benchmarked retention strategies

We at Ketto, strongly believe that digging into the data yields more compelling numbers for our business; hence customer retention management enabled by marketing automation is an extremely important step in our business growth. We are looking for someone who would be a part of our Customer Retention Management team. Responsibilities: Own end-to-end execution of Engagement & Retention campaigns across all owned media email, notifications, SMS, WhatsApp, Push notifications, Product Inventory Structure campaigns & build Journeys for different user segments and business offerings, across multiple channels Track & monitor channel level performance targets of visits, orders, revenue & conversion OKR's achievement specifically on LTV (building repeat usage & adoption of SIP program) and DAU's/MAU's, along with efficiency metrics such as CTR's, Open rates, Clicks & Conversions Optimize marketing automation strategies to drive user conversion & engagement Co-own the responsibility of new features & programs adoption, along with Product & tech teams Cross-functional collaboration with Business Intelligence & analytics, Product and Tech teams to enhance funnel efficiencies & event integrations Work closely with Brand & Content teams to ensure campaign deployment Maintain relations with external solution providers to explore new mechanisms and efficient initiatives to increase both retention & engagement of users Continuously conduct tests across channels for campaigns and journey flows including segmentation, messaging, frequency, send day/time, personalization What you bring to the table: 1 - 3 years of work experience in Customer Retention Management Strong problem-solving skills Strong analytical skills and the ability to churn insights from data Proven competency in MS Excel Prior experience in marketing automation technologies - CleverTap, WebEngage

Role Responsibilities: Assist in CRM campaign planning and execution Support segmentation and targeted communication Coordinate retention-focused marketing strategies Conduct competitor and market benchmarking Key Deliverables: Defined customer segments for campaigns Implemented lifecycle management setup Executed remarketing initiatives Benchmarked retention strategies

Respond/resolve complaints quickly CRM campaigns Identify new/cost-efficient communication channels Track order placement, fulfillment, Dispatch, Shipping, follow up Track lead generation, segmentation, qualification,scoring & conversion Warranty Mgt Required Candidate profile 12+ years exp in Customer Relationship Management Lead Management Analytical, Teamwork,Customer Service & Problem solving skills Data Analysis Market Knowledge Good English Communication-written/Oral Perks and benefits Good CRM exp in Engineering & Product Company-MUST

Job Title: Data Scientist(5 Positions)/ Lead OR Manager -Data Scientist (3 positions) Experience: Data scientist (8-10 years) / Lead Data scientist(14+ years) Job Location: Whitefield, Bangalore Mode of working: Hybrid Interview Process: First Round: L1-Internal interview Second Round: Assessment shared by us needs to be completed in 48 hours Third Round: Client discussion over the submitted assessment. Final Round: HR Discussion Preferred Domain: Healthcare Insurance/ Insurance agencies / Health Insurance / Any Insurance We are looking for a talented Data Scientist to join our growing team. In this role, you will lead efforts to develop, enhance, and optimize advanced AI and machine learning models with a particular focus on Generative AI, Large Language Models (LLMs), Langchain, and Prompt Engineering. You will oversee the application of statistical modeling techniques to derive insights, build models, and lead research initiatives that push the boundaries of AI technologies. Key Responsibilities: Leadership & Collaboration: Lead a team of data scientists, researchers, and engineers working on high-impact projects related to generative models, NLP, and statistical modeling. Collaborate with cross-functional teams, including engineering, product management, and research, to deliver AI-powered products and solutions. Generative AI Development: Spearhead the development and deployment of Generative AI models and algorithms to address complex problems in areas like content generation, conversational AI, and creative automation. LLM Implementation & Optimization: Develop, fine-tune, and optimize large language models (LLMs) for diverse applications, ensuring they are robust, scalable, and accurate in real-world scenarios. Langchain Integration: Design and integrate Langchain for managing and deploying sophisticated language models with a focus on complex workflows, multi-agent systems, and real-time applications. Prompt Engineering: Lead prompt engineering efforts to optimize AI models' output quality, improve interactions, and enable more effective natural language understanding across a variety of use cases. Statistical Modeling: Utilize advanced statistical techniques to analyze and interpret data, build predictive models, and solve business-critical challenges through data-driven insights. Research & Innovation: Stay ahead of trends in AI and ML, particularly in the fields of NLP, LLMs, and generative models. Drive innovation by exploring cutting-edge techniques and methodologies in the AI space . Mentorship & Knowledge Sharing: Mentor junior team members and promote a collaborative, learning-oriented environment. Share knowledge and foster an atmosphere of continuous improvement within the data science team. Performance Optimization: Ensure model performance meets or exceeds company and client expectations by identifying areas of improvement, testing new methods, and scaling the systems accordingly. Ethical AI Development: Advocate for and implement ethical considerations in the development and deployment of AI models, including fairness, transparency, and privacy. Qualifications: Required: Education: Ph.D. or Masters degree in Computer Science, Data Science, Mathematics, Statistics, or related field, or equivalent practical experience. Experience: 8+ years of experience in data science, with at least 2-3 years in a leadership role. Proven expertise in Generative AI, particularly in areas like content generation, deep learning, and language modeling. Strong background in Large Language Models (LLMs) such as GPT, T5, BERT, or similar architectures. Hands-on experience with Langchain for building NLP workflows, pipelines, and integrating external systems with LLMs. Hands-on experience of Prompt Engineering, including techniques to refine and optimize outputs for various NLP tasks. Expertise in statistical modeling and quantitative analysis, with the ability to apply techniques to solve real-world problems. Preferred: Experience working with transformer models and fine-tuning LLMs for specific tasks. Expertise in AI model evaluation and metrics (e.g., BLEU, ROUGE, perplexity). Background in developing AI-driven products from concept to deployment. Strong publication record in AI research, particularly in NLP and machine learning . Used cases( Any of them) Automated Underwriting. Customer experience enhancement. Fraud detection . Predictive analytics. Accelerated claims processing. Risk assessment and premium calculation . Customer profiling . c ustomer segmentation . Credit Risk Assessment . Personalised marketing . Anti-Money Laundering (AML) . Personalized patient care. Medical training and simulations. Medical Data Analysis. Please share your updated resume at renuka.rathi@puresoftware.com

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines

Description We are seeking an experienced Adobe Journey Optimizer to join our marketing team in India. The ideal candidate will be responsible for developing and executing customer journey strategies that enhance user engagement and drive conversion rates. Responsibilities Develop and implement marketing campaigns using Adobe Journey Optimizer. Analyze customer data and behavior to optimize marketing strategies. Collaborate with cross-functional teams to ensure seamless execution of marketing initiatives. Monitor and report on campaign performance metrics, providing insights for improvement. Stay updated with industry trends and best practices in customer journey optimization. Skills and Qualifications 5-10 years of experience in digital marketing or customer journey optimization. Strong knowledge of Adobe Experience Cloud, particularly Adobe Journey Optimizer. Proficient in data analysis and interpretation to drive marketing decisions. Experience with A/B testing and other optimization techniques. Excellent communication and collaboration skills. Ability to work in a fast-paced environment and manage multiple projects simultaneously.

Job Description: Data Insights Analyst Shift Timing: 5PM to 2AM Job Overview: We're looking for a detail-oriented Data Insights Analyst to transform complex data into clear, actionable insights. Youll work closely with cross-functional teams to analyze trends, identify opportunities, and support strategic decision-making through data storytelling and visualizations. Key Responsibilities: Collect, clean, and analyze large datasets to uncover trends and insights. Design and build dashboards and reports using tools like Tableau, Power BI, or Looker. Collaborate with business stakeholders to understand their data needs and translate them into actionable analysis. Identify KPIs, track performance, and provide recommendations for improvement. Perform ad hoc analysis to support product, marketing, sales, and operations teams. Use statistical techniques to test hypotheses and validate insights. Communicate findings clearly through visualizations, presentations, and reports. Help promote a data-driven culture across the organization. Skills & Qualifications: • Bachelor's degree in Data Science, Statistics, Business Analytics, or a related field. • 3+ years of experience in a data insight, business intelligence, or data analyst role. • Proficiency in SQL and data visualization tools (e.g., Tableau, Power BI, Looker). • Experience with data analysis tools/languages (e.g., Python, R, Excel). • Strong analytical thinking and problem-solving skills. • Ability to present complex data clearly to non-technical audiences. • Knowledge of A/B testing, cohort analysis, and customer segmentation is a plus.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

Zone sales planning and execution Scan the market to understand segment growth potential of each banks and its branches, loan book size, analyze historical performance, etc. to propose the targets for annual business plan Analyze the customer segmentation in terms of demographics, geography, characteristics etc. to assess the potential for business Plan for activation of branches through RR activities and monitoring RM visits as well as increasing penetration in active branches to realize full potential of the bank partner in the given geography Ensure that certain percentages of % Fire Burglary policies are attached to the loan book by means of cross sell Build focus on property line of business and cascade the same down the line so as to ensure that the specified percentage of business is obtained from Property LoB Drive Customized products for the respective banks across the Liaison with the underwriters and senior management to ensure profitable proposals are pushed Allocation of monthly performance budgets to team members team leaders Ensuring correct mappings for the team members team leaders of entire zone. Working in coordination with various teams within the organization and aligning them for enhanced penetration in the Banks mapped to them. Conduct feedback sessions to identify issues on ground timely resolutions. Zone review Conduct fortnightly review of team on targets to identify areas of deviations from set objectives, measure performance and give feedback Review other business metrics such as loan book penetration, branch conversion, portfolio mix and activation to identify issues and take corrective actions Conduct meetings with down the line teams to understand the market dynamics, ground level feedback and issues faced every month Partner Management Maintain relationship and liaise with the Bank authorities namely- typically any decision makers in the geography for the banks. Attend partner s branch review meetings to maintain relationship, understand their needs and expectations and resolve any issues Showcase business opportunities to the Bank authority that can be mutually beneficial Identify cross-sell opportunities to partners to generate more revenue through bundling/stapling other insurance products Bucketing, identification of bank branches into hipots and inactive branches and be directly involved to enhance productivity Drive Topline by showing partners on opportunities leveraged and not leveraged and push for potential performance Team management Supporting team members for closures and addressing their challenges Participate in selection procedure to identify and hire right talent Set objectives, conduct reviews and close appraisal process for team as per timelines Retention of talent Conducting Town Halls on monthly intervals working towards driving employee satisfaction Conduct monthly reviews with team members and weekly reviews with direct reports to keep a check on overall team s performance Mentoring and guiding the Team

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Develop long term profitability and sustainable growth for enhancing the scale of partnership Understand segment growth potential of each bank branch, loan book size, analyze historical performance, etc. to aid propose the targets for annual business plan. Understand and identify partner bank requirement / need to ensure policies / products offered meet the requirements, thus increasing our revenue generation. Identify and recommend digitization and technological enhancements to be driven to enhance efficiency of processes with partner banks. Design contests for increasing penetration of business and obtain approval from partner banks on the same Influence stakeholders at partner banks to maintain and grow existing relationship and expand reach to untapped business areas/ customer segments of banks to increase opportunities to generate business for the organization. Manage relationship with top and senior officials of banks, manage any escalations and map products accordingly to drive sales and business. Constantly work towards improving service quality with respect to smooth servicing of claims Interact with IT, Operations, Finance and Compliance team to obtain approval on new products design Weekly, monthly, and quarterly review with the team and key relationship managers to monitor achievement of individual targets, discuss business issues and design action plans to course correct, if required Conduct periodic reviews with partner banks to drive business numbers and address any process or product concerns. Interact with products team and provide them feedback on partner banks business requirements Participate in recruitment process to identify right talent for various positions within the team. Establish individual performance expectations and regularly review individual performance of the team. Support team members in delivering their responsibilities in business as usual and resolve their concerns/ challenges, if any Drive the targeted Branch activation and targeted Market share at each bank zone. Create and execute winning strategies for the partner Banks along with NCs and Vertical Heads Closely monitor any perceived threats, get a foothold in the relationships and strategies effective steps to neutralize the same. Sharing of regular updates on Branch activation, Branch wise business progress and renewal with RO/ZO. Study demand, competitors, customer segmentation etc. Identify opportunities for driving growth in the Banks for the organization. Study demand, competitors, customer segmentation etc. Identify opportunities for driving growth in the Banks for the organization. Analyze competitor products and product features to ensure better design of organization s products and creating leverage for business success. Planning the Product Portfolio to reach the desired objective. infer trends and insights from post sales data. Designing R&R programs to motivate Sales force. Design collaterals to support campaigns and create more product awareness. Mapping of Account Details and Insurance Portfolios of Corporate Accounts. Prepare an overall Sales strategy that achieves both these objectives which inherently has an inverse relationship. Segment focused strategy in consultation with the line function. Set benchmarks and monitor the progress daily by implementing sales management system/Client and Bank s Sr Management Mapping. Provide feedback on Insurance related activities at ground level to Partner Bank s Line supervisors through daily MIS, updates and Monthly Fortnightly meetings with Regional Heads and Monthly business review meeting with Zonal Heads, HO CGM Credit to discuss course-correction if any. Provide internal and external training support to come up the curve in terms of handling Insurance and Relationship Management challenges. Set objectives, conduct reviews, and close appraisal process for team as per timelines. Support team members in delivering their responsibilities in business as usual and resolve their concerns/ challenges, if any Ensuring adequate focus is maintained by the sales team on renewals. Bucket wise MIS and follow up on renewal to ensure renewal conversion on focused LOB Working with internal cross functional teams to provide Partner Banks Customer, an unparalleled customer experience.

Role: Digital Analytics (Customer Data Platform Expert) Mode of work: Work from Office only Location: Bengaluru (Indiranagar) 315Work Avenue IND1 - Coworking Space Salarpuria Adonis, 648/1/J, Old Madras Rd, Binnamangala, Hoysala Nagar, Indiranagar, Bengaluru, Karnataka 560038 ) Requirements: Experience in handling CDP platforms like Adobe Experience platform/Salesforce or any other CDP platforms in the market. Strong analytical and problem-solving skills to identify trends, patterns, and opportunities for improvement. Excellent communication skills to effectively convey insights and recommendations to stakeholders at all levels. Ability to translate complex data into actionable insights and strategies. Detail-oriented and organized, ensuring data accuracy and consistency. Adaptable and curious, staying up-to-date with the latest CDP features and best practices. Collaborative and team-oriented. Able to work closely with marketing, development, and product teams for data-driven decision-making. Understanding of data privacy regulations, such as GDPR and CCPA, and their impact on data collection and reporting. Advanced knowledge on custom dashboards, audience segmentation and creating custom reports for product & campaign team. Min 3+ Years experience in the field of analytics and CDP platform Interested candidates can share your resume to sai.s29@shriramfinance.in

Execution Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through RR activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography Relationship Management Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers driving sales closure for the same. Identify cross sell opportunities for existing customers New Acquisition Banking Partners Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability viability assessment of partnership Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Service Orientation Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process track such requests in coordination with internal ops team ; Ensure ease of process approvals for partners by coordinating with internal Ops team Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines.

At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, sustainable and more connected world. Job Overview TE Connectivity's Sales and Marketing Teams are responsible for the sales and marketing of TE's products, systems or services including sales oriented activities, market development and communications. Responsibilities As part of the Global Sales Operations team and reporting directly to the global Manager, Sales Excellence and Go-To-Market, the CRM Analyst will split their efforts between CRM administration and Go-To-Market analytics support: Responsibilities will include, but not be limited to the following: Co-lead Salesforce operations for the Industrial BU from a business perspective Support all Salesforce applications and users within Sales and Product Management Manage user setup, license allocation, profile maintenance, and access controls Provide training and technical support to end users across Sales and PM teams in order to drive adoption Collaborate with IT and business teams on Salesforce enhancements, including testing Conduct regular data quality audits to ensure system integrity and coordinating issue resolution with Salesforce support Develop and maintain reports and dashboards to support sales insights and opportunity tracking Support the effective and efficient governance of global processes including account & customer segmentation, Must Win projects and revenue planning Participate in global sales operations cadences in order to form best practice guidelines Own processes and be accountable for their delivery and success Assisting in a diverse range of tasks including analysis, reporting, trend analysis and commentary Preparing reports on sales results or projections along with identification of trends and provision of insights What your background should look like: Minimum MBA or Masters degree in Commerce, Finance or a business-related field Two (2) - Three (3) years in a similar role Strong Salesforce working experience Salesforce certifications preferred Advanced knowledge of MS Excel / PowerPoint Experience in PowerBI/Tableau/Power Query/VBA will be advantageous Skills required for the role: Must demonstrate understanding of how data can be manipulated, analyzed and visualized effectively Flair for number crunching with a proven ability in understanding complex data Ability to communicate effectively and build relationships with key stakeholders Driven, motivated and positive attitude An eye for detail, able to work autonomously and meet strict deadlines Manage expectations and be a reliable member of the team Competencies Location