Portfolio Specialist

Thakral One; India; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Thakral One is seeking a Portfolio Management Specialist – Cards to support the execution of card portfolio strategies. You will focus on campaign design, customer segmentation, lifecycle engagement, and performance optimisation, collaborating with cross‑functional teams to drive acquisition, activation and retention.

You will lead multi‑discipline engagements, govern end‑to‑end campaign delivery, and establish reporting and analytics to optimise outcomes for the cards portfolio.

Qualifications

• 5–7 years in marketing campaign management or portfolio management.
• Proven experience in campaign execution and portfolio optimisation.
• Strong analytical and problem-solving abilities with data‑driven decisions.

Responsibilities

• Design and oversee end-to-end cards portfolio campaigns.
• Develop program frameworks for activation, engagement, and retention.
• Identify target segments and design communication mix across channels.
• Monitor performance and provide data-backed insights to stakeholders.
• Collaborate with product, marketing, analytics, and operations.

Skills

Campaign mgmt

Portfolio mgmt

Customer segmentation

Marketing analytics

Stakeholder mgmt

Project management

Data-driven decisions

Job description

As a Portfolio Management Specialist – Cards, you will support the execution of credit/debit card portfolio strategies. You will focus on campaign design, customer segmentation, lifecycle engagement, and performance optimisation, working closely with cross‑functional stakeholders to drive customer acquisition, activation, and retention.

What You’ll Do and How You’ll Succeed

• Understand and align with portfolio initiatives and priorities defined by key stakeholders.
• Develop program frameworks for customer activation, engagement, and retention.
• Identify and define target customer segments based on product types and behaviour.
• Support campaign planning and execution, including target list generation, communication mix design, and channel strategy/attribution.
• Optimise offer communication, messaging, and channel mix to maximise campaign effectiveness.
• Monitor campaign performance and build feedback loops with stakeholders.
• Design and oversee end‑to‑end execution of cards portfolio campaigns.
• Establish performance monitoring frameworks before, during, and after campaigns.
• Ensure timely delivery of campaign initiatives within defined quality and budget standards.
• Develop structured reports and deliverables backed by data insights and analytics.

Client & Stakeholder Management

• Own and manage client communications, deliverables, and project discussions.
• Lead engagements independently, ensuring accountability for outcomes.
• Collaborate with cross‑functional teams including product, marketing, analytics, and operations.
• Navigate complex stakeholder environments and influence decisions effectively.
• Provide consistent updates and maintain strong client relationships.

We’d Love to Hear From You If…

Experience

• You have 5–7 years of experience in marketing campaign management, product/portfolio management, or credit/debit card portfolio and campaign management.
• You have proven experience in campaign execution and portfolio optimisation.

Technical Expertise

• You are skilled in campaign management, portfolio management, customer segmentation, and marketing analytics.
• You understand communication strategy, project management, and data‑driven decision‑making.
• You have a strong understanding of marketing trends and customer engagement strategies.

Ways of Working

• You demonstrate strong analytical and problem‑solving abilities with a critical thinking mindset.
• You manage multiple campaigns simultaneously in dynamic environments.
• You collaborate effectively with stakeholders and cross‑functional teams.
• You communicate clearly and present insights confidently.
• You balance execution discipline with creativity in campaign design.