Client Events and Campaigns Manager

Key Responsibilities

• Campaign and Offer Fulfillment:
• Coordinate monthly offer and CVP fulfillment by obtaining relevant files, accurately identifying eligible clients, and performing stringent sample checks and controls to ensure precise delivery as per agreed frameworks
• Handle client enrollments for offers and CVP programs, ensuring a seamless experience.
• Manage gift and lifestyle programs offered to clients, including client eligibility identification, communication to RMs, consolidating responses, placing orders, and tracking order IDs.
• Client Segmentation and Event Management:
• Support client portfolio management by identifying executing Upgrade, downgrade, segment change processes as per agreed framework
• Provide comprehensive operational support for client events, including logistics coordination, managing invitations and RSVPs, and ensuring smooth execution.
• Collaborate with marketing and sales teams to facilitate event success and client engagement.
• Account and Relationship Management Support:
• Assist in managing client complaints by following established procedures.
• Process client queries, requests and questions related to Citigold and Citigold Private Client segment propositions, campaigns and offers.
• Expense Management:
• Process and reconcile expenses related to client activities, campaigns, and events, ensuring adherence to internal policies and budget guidelines.
• Maintain accurate records for auditing purposes.
• Data Management and Reporting:
• Generate and maintain various performance trackers when required
• Manage primary and joint account holder segmentation.