Wealth Financing Specialist
OCBC Indonesia · DKI JAKARTA, Indonesia
Sekilas tentang pekerjaan ini
Sebagai Wealth Financing Specialist di OCBC Indonesia, Anda bertanggung jawab atas strategi, desain, pemasaran, dan tata kelola produk. Posisi ini berlokasi di DKI Jakarta; postingan tidak menyebutkan tingkat pengalaman yang ditargetkan.
Tugas utama
- Menetapkan strategi IBL, segmen sasaran, dan aturan kelayakan.
- Merancang produk, pengalaman nasabah, perjalanan end-to-end, dan proposisi nilai.
- Menyusun dan menjalankan rencana pemasaran, akuisisi, serta strategi konversi.
- Menetapkan kerangka harga dan mengelola profitabilitas produk.
- Memantau KPI, kesehatan portofolio, tata kelola produk, dan kontrol end-to-end.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs OCBC Indonesia.
Deskripsi pekerjaan
Product analytics & Strategy : Target Market, Competitive Landscape and proposition- UVP
- Define IBL Strategy and target segments, use cases, and eligibility rules.
- Conduct competitive benchmarking.
- Identify market trends, regulatory changes, and portfolio risk signals; translate insights into product actions.
- New product design & system: customer experience and journey, facility types, limits, LTV, repayment options, fees, STP scope etc.
- Build customer personas, end to end journeys, and value propositions by segment/channel (segments, mobile banking, RM, branches, partners i.e insurance).
- Product advisory for RMs/Network/Sales
Product execution : Marketing Plan & acquisition channel
- Create and execute GTM plan: positioning, offers, messaging, content, and customer education.
- Define acquisition funnel across channel digital & internal
- Stakeholder Management (i.e Collaboration with GM for wealth event, collaboration with Segment Proposition for Program, collaboration with Network for monitoring & sales execution, Marketing Communication for product campaign)
- Build lead-generation and conversion strategy.
- Set sales playbooks, training materials, and KPI and incentive alignment.
- Become speaker at Customer/Network event
Product Governance & Monitoring : Cost & Pricing; Business Volume & Performance and Risk Governance
- Define pricing framework – FTP : reference rates/spreads, fee, promo pricing etc.
- Manage profitability.
- Monitor KPIs and management reporting.
- Manage portfolio health.
- Manage product governance.
- Ensure end to end control.