Weekday AI
Private Banking
ProgramLead-PrivateBanking
Neural analysis suggests this role is
optimal for Senior candidates.
“Program Lead - Private Banking at Weekday AI. Skills: Program Management, Product Strategy, Client Experience, Private Banking, Customer Campaigns, Product Management. Lead and manage multiple strategic programs across private banking, ensuring alignment with business goals and timelines.. Define program scope, objectives, milestones, and success metrics while ensuring effective governance and reporting.”
What You'll Achieve.
enhancing client engagement; driving product innovation; executing high-impact customer campaigns; delivering measurable business outcomes; improve conversion rates; strengthen client loyalty; drive revenue growth
Industry & Context.
Analytical mindset with the ability to translate insights into actionable strategies
What They're Looking For.
Must Have
8–10 years of experience in private banking, wealth management, or financial services, with a focus on program or product roles, Proven track record in managing complex programs and delivering measurable business outcomes, understanding of HNW client behavior, wealth products, and banking regulations, Experience in designing and executing customer campaigns with a data-driven approach, Excellent stakeholder management, communication, and influencing skills, Analytical mindset with the ability to translate insights into actionable strategies
Nice to Have
MBA or equivalent qualification preferred
What You'll Do.
Lead and manage multiple strategic programs across private banking
ensuring alignment with business goals and timelines.
and success metrics while ensuring effective governance and reporting.
Identify risks and dependencies proactively
and implement mitigation strategies to ensure program success.
Design and execute targeted customer campaigns aimed at acquisition
and retention of high-net-worth (HNW) and ultra-HNW clients.
Leverage customer insights and data analytics to personalize campaign strategies and improve conversion rates.
Support the lifecycle management of private banking products
including investments
and advisory offerings.
Partner with product specialists to refine offerings based on market trends
and competitive benchmarking.
Drive product enhancements and ensure regulatory compliance across all offerings.
Develop compelling product propositions tailored to the needs of affluent and HNW clients.
Conduct market research and competitor analysis to identify gaps and opportunities in the private banking portfolio.
Contribute to the design of differentiated value propositions that strengthen client loyalty and drive revenue growth.
Align product strategies with broader organizational goals and evolving client expectations.
How You'll Work.
Team & Collaboration
Collaborate with internal stakeholders including relationship managers, product teams, compliance, and technology to drive seamless execution.; Work closely with marketing and digital teams to ensure consistent messaging and omnichannel delivery.; Act as a bridge between business, technology, and operations teams to ensure successful product rollouts.
Communication Scope
Excellent stakeholder management, communication, and influencing skills
Process & Methodology
Program Management, Define program scope, objectives, milestones, and success metrics, ensuring effective governance and reporting, Identify risks and dependencies proactively, implement mitigation strategies
Full Job Description
**This role is for one of the Weekday's clients** **Salary range: Rs 3000000 - Rs 3500000 (ie INR 30-35 LPA) ** Min Experience: 8 years Location: Mumbai JobType: full-time We are seeking a highly driven Program Lead – Private Banking to lead strategic initiatives focused on enhancing client engagement, driving product innovation, and executing high-impact customer campaigns. This role sits at the intersection of program management, product strategy, and client experience, requiring a strong understanding of private banking dynamics and affluent customer expectations. The ideal candidate will bring a balance of execution rigor and strategic thinking, with a proven ability to manage cross-functional programs end-to-end. **Requirements** **Key Responsibilities:** **Program Management:** * Lead and manage multiple strategic programs across private banking, ensuring alignment with business goals and timelines. * Define program scope, objectives, milestones, and success metrics while ensuring effective governance and reporting. * Collaborate with internal stakeholders including relationship managers, product teams, compliance, and technology to drive seamless execution. * Identify risks and dependencies proactively, and implement mitigation strategies to ensure program success. **Customer Campaigns:** * Design and execute targeted customer campaigns aimed at acquisition, engagement, and retention of high-net-worth (HNW) and ultra-HNW clients. * Leverage customer insights and data analytics to personalize campaign strategies and improve conversion rates. * Work closely with marketing and digital teams to ensure consistent messaging and omnichannel delivery. * Track campaign performance, generate insights, and continuously optimize campaign effectiveness. **Product Management:** * Support the lifecycle management of private banking products, including investments, wealth solutions, lending, and advisory offerings. * Partner with product specialists to refine offerings based
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