Portfolio Analyst-Program & Loyalty

Idfc First Bank Limited; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Idfc First Bank Limited in Mumbai seeks a Portfolio Analyst – Program & Loyalty to support customer engagement programs within Retail Liabilities. You will track metrics, evaluate campaign effectiveness, and monitor benefit utilization to enable data-driven decisions and help RMs improve program performance.

The ideal candidate has data analysis experience in banking or financial services, exposure to loyalty programs or portfolio analytics, and strong English communication for cross-functional

Qualifications

• Experience in data analysis, campaign tracking, or customer engagement in banking/finance.
• Exposure to loyalty programs, alliances, or portfolio analytics desirable.
• Strong analytical skills with data interpretation and reporting ability.
• Fluent English with good stakeholder management.

Responsibilities

• Support Strategy in designing and evaluating customer engagement campaigns.
• Collaborate with Loyalty Head to track and report loyalty metrics.
• Work with Alliances to assess partner offers and promotions.
• Assist Program Managers in monitoring performance and impact.
• Track benefit utilization and categorize valuable benefits.
• Provide data insights to channel teams to uplift programs.
• Monitor RM activation and engagement levels for effectiveness.

Skills

Strong analytical skills

Collaboration across teams

Detail-oriented

Fluent in English

CRM tools familiarity

Dashboards/campaign management

Education

Graduate in any discipline

MBA/PGDM preferred

Tools

CRM tools

Dashboards

Campaign management platforms

Job description

Job Requirements

About the Role

Portfolio Analyst – Program & Loyalty will support the strategic and operational aspects of customer engagement programs within the Retail Liabilities division of Retail Banking. This role involves working closely with the Strategy, Loyalty, Alliances, and Program Management teams to track key metrics, evaluate campaign effectiveness, and monitor benefit utilization. The analyst will also enable data-driven decision-making and support Relationship Managers (RMs) in enhancing program performance and customer engagement.

Key Responsibilities

Primary Responsibilities

• Support the Strategy team in designing and evaluating customer engagement campaigns.
• Collaborate with the Loyalty Head to track and report key loyalty metrics.
• Work with the Alliances team to assess the effectiveness of partner offers and promotions.
• Assist Program Managers in monitoring the performance and impact of customer programs.

Secondary Responsibilities

• Track benefit utilization and categorize benefits that contribute to organizational value.
• Provide data insights to channel teams to support program uplift through RM engagement.
• Monitor RM activation and engagement levels to ensure program effectiveness.

What We Are Looking For

Education

• Graduate in any discipline (Full time)
• Post-graduation (MBA/PGDM or equivalent) is preferred.

Experience

• Experience in data analysis, campaign tracking, or customer engagement within banking or financial services.
• Exposure to loyalty programs, alliances, or portfolio analytics is desirable.

Skills and Attributes

• Strong analytical skills with proficiency in data interpretation and reporting.
• Ability to work collaboratively across multiple teams and functions.
• Detail-oriented with a focus on tracking performance metrics and program outcomes.
• Fluent in English with strong stakeholder management skills.
• Familiarity with CRM tools, dashboards, and campaign management platforms is a plus.