SATISH PRANAV D
Product Manager(Product&Portfolio Strategy)-Wealth-ICICI Bank
Summary
Strategic financial services professional with over 2 years of experience in Wealth Management as a Product Manager, specializing in product and portfolio strategy. Demonstrated success in enhancing credit and debit card usage through targeted campaigns, analytics-driven insights, and effective cross-sell initiatives. Expertise in transaction analytics, A/B testing, and customer lifecycle optimization, complemented by proficiency in Power BI dashboards. Strong capability in stakeholder and vendor management, committed to driving innovation within the financial services sector.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Product Manager(Product&Portfolio Strategy)-Wealth
ICICI Bank
Chennai
05.2022 - Current
- Analysis of high client-affinity keywords, account level MIS and SalesCRM modules across pre-approved, pre-qualified data for efficient return on time invested (ROTI) with clients by RMs
- Devise the GTM strategy and roadmap for client acquisition through opportunistic synergy with Securities, Prudential, Lombard, Salary, Loan, Retail and commercial banking channels for assigned geography
- Designing and implementing Investment Advisory proposition through wide bouquet of solutions across asset classes such as Equity, Debt, Gold and Inter-Generational Wealth transfer services
- Strategized, executed and tracked digital campaigns through SMS, email, WhatsApp, Google RCS
- Worked with marketing and content team to define user segments and targeting strategy based on user events’ data like click, open rates to optimize month-on-month repeat engagement
- Conducted transaction analytics to identify low FD penetration; improved product uptake by 20%
- Built segmentation frameworks from customer data for sharper campaign targeting
- Designed FD campaigns via SMS/email to 3L+ customers with A/B testing; improved response rates
- Collaborated with product and UX teams to enhance iMobile FD booking journey; reduced drop-offs by 30%
- Co-created Power BI dashboards with cross-sell prompts and service alerts to boost RM productivity
- Launched debit/credit card campaigns across luxury and travel segments to increase spend
- Enabled auto-invest flows from inbound remittances into Mutual Funds for better digital engagement
Education
PGDM - Marketing & HR
Loyola Institute of Business Administration
01.2022
BTech - Civil Engineering
SRM Institute of Science and Technology
01.2020
Skills
- Credit/Debit Card Strategy
- Campaign Management
- Transaction Analytics
- Power BI
- Excel
- CRM Systems
- Digital UX Optimization
- Cross-sell Strategy
- Stakeholder Management
- SQL(Basics)
Project Highlights
- Ran FD campaign to 3L+ customers with A/B testing (RM-assisted vs. digital-only)
- Reduced iMobile FD booking drop-offs by 30% through UX interventions
- Developed HNI segmentation dashboard for targeted wealth campaigns
- Embedded investment insights into RM dashboards for real-time advisory
Certification
- NISM – PMS & Mutual Fund Distributor (Series VA, XXI-A)
- Google – Data Analytics (In Progress)
- Udemy – Digital Marketing
- Skill Nation – ChatGPT & AI Hacks
Timeline
Product Manager(Product&Portfolio Strategy)-Wealth
ICICI Bank
05.2022 - Current
PGDM - Marketing & HR
Loyola Institute of Business Administration
BTech - Civil Engineering
SRM Institute of Science and Technology
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