lavi Jain

Product Manager

Mumbai, Maharashtra, India16 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 15 years of diverse retail banking experience.
  • Proven track record in channel management and team leadership.
  • Expert in formulating effective strategies for business growth.
Stackforce AI infers this person is a Fintech professional with expertise in retail banking and strategic portfolio management.

Contact

Skills

Core Skills

Portfolio ManagementGo-to-market StrategyBusiness DevelopmentCustomer Service

Other Skills

Team MotivationRetail BankingCross-Channel MarketingRelationship ManagementFinancial ServicesChannel HandlingFinancial PerformanceAnalytical SkillsCompetitive AnalysisSoft SkillsProduct MarketingCritical ThinkingNegotiationCross-functional Team LeadershipFinancial Systems

About

Banking professional with 15 years of diverse experience in retail banking across various roles and geographies Proven track record in channel management, successfully leading large teams for Casa, assets, and cross-sell business. Recognized for sharp execution skills and the ability to formulate effective strategies and plans tailored to specific business needs. Demonstrated capability as a complete performer, excelling under tight deadlines and achieving business targets in challenging situations. Accomplished professional with a list of achievements, showcasing adaptability in any situation and a versatile approach to emerging challenges. Goal-oriented leader with a motivational style, possessing advanced business and team handling skills. High-energy team player with a collaborative approach, along with advanced critical thinking, planning, and prioritization strengths. Adept at contributing to business success through dedication, retail banking expertise, and a deep understanding of sales, service, and productivity strategies. Successful in effective communication with both staff and customers, building enduring relationships, and skillfully resolving conflicts.

Experience

16 yrs 6 mos
Total Experience
8 yrs 3 mos
Average Tenure
15 yrs 6 mos
Current Experience

Kotak mahindra bank

8 roles

Deputy Vice President & Product Manager(Household Portfolio and Customer Experience

Promoted

Mar 2024Present · 2 yrs 2 mos

  • ➢ Build annual budgetary plans with relevant growth strategies
  • ➢ Responsible for GTM plan at Branch Banking & Alternate Channels
  • ➢ Building innovative strategies for upsell / Cross sell to New customers
  • ➢ Ensuring New to Bank Acquisition improvement for new Product roll outs
  • ➢ Ensuring Improvement of Branch / resource NTB productivity through inputs via Incentive structure, effective lead management processes and BTL customer outreach strategies
  • ➢ Monitor and improve the new acquisition quality metrics like Focused product share, Second credits, share of other products sold, etc.
  • ➢ Build and deliver sales plan for digital onboarding platforms
  • ➢ Design and Execute Product Acquisition campaign calendar which focuses on increasing the sales for key focus products to meet the revenue objectives. Enablers like Customer On boarding gifts, customized Internal/External communication, tactical Sales Incentives, Channel activation activities are used to meet the designed Sales Plans
  • ➢ Devising and delivering customer micro/segment wise strategy for retention and growth
  • ➢ Conduct experiments & researches to improve the growth Metrix of a targeted area & segment
  • ➢ Marrying with marketing, analytics, compliance and product development team to ensure organisation meets its growth Metrix
  • ➢ Identify and develop alternate channels like D2C,OCC,external business/channel partners for growing values in Term deposit and savings account
  • ➢ Tracking competition, identifying improvement area ,recommending the changes
  • ➢ Identifying and effecting Continuous improvements in Product Benefits/Pricing basis customer/channel feedback
  • ➢ Streamline the experiences of customers across touch points. Ensure TNPS improvement
  • ➢ Ensure product Training to equip front sales/operations personnel
  • ➢ Responsible for improving book granularity via increase in share of primary customers
Team MotivationRetail BankingCross-Channel MarketingRelationship ManagementFinancial ServicesChannel Handling+33

Regional Product Manager & Deputy Vice President

Apr 2023Mar 2024 · 11 mos

Team MotivationCustomer ServiceSalesAnalytical SkillsCompetitive AnalysisBusiness Development+12

Regional Product Manager & Chief Manager

Promoted

Sep 2022Mar 2024 · 1 yr 6 mos

  • Managing Mumbai (2 Regions with 11 clusters and 105 branches for saving account business
  • Specialized in formulating and executing robust Personnel Banking strategies to drive growth and enhance product portfolios with special focus on privilege banking
  • Successful implementation of targeted acquisition strategies for Savings Accounts through various channels like branch banking Relationship , Sales ,Service ,Tasc and Corp salary and NR
  • Providing data & analytical support to boost the overall performance of multiple parameters
  • Expertise in introducing and driving sign-ups for value-added services, enhancing customer stickiness
  • Proficient in conducting performance reviews, providing strategic guidance, and fostering deep customer relationships with specific focus on underperforming clusters ,branches and resources
  • Taking multiple initiatives to boost performance like running multiple campaigns, contest, events and training for Rms,Sales team and branch service team regarding banking products, their features, Sops and related processes as per the requirements.
  • Driving Growth and excellence at all levels for channel
  • Proficient in collaborating with senior management /RBH/ ABH/BH and support functions to execute the bank's business strategy effectively.

Branch Manager

Apr 2021Aug 2022 · 1 yr 4 mos

Service Manager

Apr 2019Mar 2021 · 1 yr 11 mos

Branch Operations Manager

Promoted

Nov 2015Mar 2019 · 3 yrs 4 mos

Sdo/deputy manager

Apr 2013Nov 2015 · 2 yrs 7 mos

Assistant Manager

Aug 2010Apr 2013 · 2 yrs 8 mos

Coalescent technologies

GR

Jan 2009Jan 2010 · 1 yr

Education

Maharshi Dayanand University (MDU), Rohtak

Master of Computer Applications - MCA — Computer Science

Mar 2010Present

Stackforce found 100+ more professionals with Portfolio Management & Go-to-market Strategy

Explore similar profiles based on matching skills and experience