
Jiegney Udwadia
Customer Success Advisor

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About me
Lead - Product & Marketing at HDB Financial Services Ltd.
Education

ST. Rock's College
2004 - 2006HSC Commerce 62.17% (A - Grade)
J.B.K High School
2001 - 2004SSC English
Little flower English High School
1991 - 2001SSC English
Middlesex University
2010 - 2012MSc Banking and Finance (drop-out)Activities and Societies: Voted as Class Representative acting as leader between Students association and Faculty Part of Students association for research and development of various business and scholarship sanction programs within University Played University Cricket for Blackheath Wanderers Cricket Club and Kidbrooke Cricket Club during the time at University

University of Mumbai
2006 - 2010Bachelors in Banking and Insurance [BBI] Banking, Finance, Insurance, Economics 61.79% (A - Grade)Activities and Societies: Joint Secretary of Financia [Forum of Finance, Banking and Insurance], Worked as a Founder Member and Joint Director of Creative Section for Swaraj Foundation a NGO in Mumbai. Worked as Class-Representative in KES College for consistent two years of Degree Level. Topped in College for Project Making in college affiliated with University of Mumbai in final year of Graduation. Class Representative for consistent two years in KES Shroff College, Debating Society, Gymkhana Society
Experience

Halifax Bank
Dec 2010 - Jan 2012Customer Success Advisor
Sainsbury's
Jun 2011 - Jan 2012Customer Service AssistantPart Time Customer Service Assistant at Finchley Road Store, London

Serco
Apr 2012 - Jul 2013Senior CSAWorking for Barclays Bank, UAE as a off pay-roll officer with Intelenet Global Services

Kotak Mahindra Bank
Jul 2013 - Jan 2014Assistant ManagerHandling the premier banking clients of the bank for retail and wealth management products specially related to complaints management and client relationship...

Global Payments Inc.
Jan 2014 - Jul 2015Subject Matter Expert (SME)Handling the merchant banking part of the business pertaining to POS machines assistance, merchant payment enquiry, payment gateway, chargebacks, refund and manual capture assistance for the region of India

Intelenet Global Services
Jul 2015 - Mar 2016Service Quality Analysthandling the service and quality control for Abu Dhabi Islamic Bank of UAE, coaching and training the on shift bank officers with banking and non banking updates on timely basis pertaining to retail islamic banking...

Axis Bank
Mar 2016 - Jul 2019Deputy Manager - Digital Banking GroupDigital Banking Group - Portfolio ManagementResponsible For:• Development, Management & Improvement of digital channel & services.• Development, Management & Improvement of chat bot for Digital adoption, engagement and Digital sales through chat bot.• Responsible for Product Marketing, responsible for incremental usage of unique clients on digital products like Axis Mobile, Internet banking, UPI & AHA Chatbot.• Increasing penetration of Internet Banking, Mobile banking, SMS, Funds Transfer & Bill Payment services.• Preparing reports, FS, budgets, strategies and plans.• Worked closely with I.T., Country Operations and Service Quality to stream line the business processes.• Conduct competitive analysis & customer surveys to target best market practices.• Responsible for migrating customer traffic on digital channels. Show less

Kotak Securities
Jul 2019 - Sept 2021Product & Project Management:Product Manager for online trading account (Trade Free Plan) and custodian of online self-trading customers who are contributing more than 30% of the company's revenue, handling activations/revenue based CLM campaigns for online trading customersProject Management for developing futuristic technologies (for sales force & customers) to increase productivity and enhance positive customer experienceIntegrated Campaign Management activities:Client nurturing initiatives to execute, optimize, and scale marketing campaigns, database hygiene and segmentation to maximize new client up-sell / cross-sell & renewals for existing clients using the existing marketing automation systemIdentify different segmentation criteria based on audience behavior, demographic, geographic, psychographic characteristics, etc & run A/B tests for email/sms/notifications campaignsMIS & Analytics:Overlooking team of analytics for preparing various business reports, company budgets, strategies & plans, also conducting timely competitive analysis & customer surveys (NPS & CSAT) to target best market practices.Track campaign performance and tweak workflows accordingly to align by setting up end-to-end processes that include planning, execution, and deep-dive reporting of drip campaigns (including data analytics and metrics) to inform strategic decision-making and campaign investment. Show less Product Manager for online trading account (Free Intraday Trading account & Trade Free Plan) and custodian of online self trading customers who are contributing more than 30% of the company's revenue, handling activations/revenue based CLM campaigns for online trading customers & tailor cut campaigns for dealers in achieving their KRAMultilayered Automated Program management for self-trading customers to enhance their trading journey in driving experience and revenue for firmProject Management for developing futuristic technologies (for sales force & customers) to increase productivity and enhance positive customer experienceOverlooking team of analytics for preparing various business reports, company budgets, strategies & plans, also conducting timely competitive analysis & customer surveys (NPS & CSAT) to target best market practices. Show less
Senior Program Manager - Digital Experience
Apr 2021 - Sept 2021Program Manager - Digital Business
Jul 2019 - Mar 2021

Angel One
Sept 2021 - Feb 2022Specialist: Performance MarketingDrive marketing programs which are highly targeted basis content affinity of relevant segmented audience cohorts.Implementation of AI/ML, MarTech & marketing automation to improve campaign performance. Regular interaction with business associates and vendors for creatives, website content, workflow management and timely deliveries of desired output.Create / Manage lead generation campaign of organic leads generated from website/mobile app using marketing platform for B2C customer acquisition through various paid & organic campaigns, customize user journeys, nurture leads through various medium and drive conversions with a full-funnel impact. Analysis & reporting of lead to conversion funnel, drop-off journey, user behavior, referral / campaign effectiveness against key metrics. Show less

CoinDCX
Feb 2022 - Apr 2023Senior Manager: Onboarding, Activations & CROImplementation of AI/ML, MarTech solutions & integrating various marketing automation to improve campaign performance by digging deep into the data and provide actionable insights, identifying new opportunities.Ideation plus managing execution of those A/B and multivariate (MVT) optimization tests that drive fundamental improvements to the website experience and performance. Analyse the competition market to understand the on-going trends, changes & enhance the customer onboarding experience through testing, personalisation and automation of customer journeys with Mobile first approach.Interpret data, identify key findings, make recommendations and share learnings based on testing results to positively impact customer experience, conversion rates, future app/web developments and further testing iterationsLeading a team who manages the end-to-end experimentation process including hypothesis setting, test user journey design, KPI selection & goals, test execution for CUG, results measuring and recommendationsRegular interaction with business associates and vendors for creatives, powerful content, workflow management and timely deliveries of desired output. Work closely with relevant IT stakeholders to build, QA, launch, and monitor A/B tests, while ensuring no cross-pollination of tests with other functions. Show less

Samco Securities Limited
Apr 2023 - Dec 2023Lead: Revenue (Activation, Engagement, Referral, Product Marketing & Retention)Lead: Revenue at Samco Securities | Driving Full Funnel Growth & Customer SuccessI have been entrusted with the multifaceted responsibility of overseeing a dynamic team of 30 dedicated professionals. My team (known as the "Revenue Team") is a cohesive blend of specialised roles focused on maximising revenue growth across various facets of the business. While my official designation is "Lead - Revenue" my role embodies that of the Head of Revenue, responsible for steering strategic initiatives and driving growth across diverse functions within the team. Key responsibilities and team composition are outlined as follows:Campaign Managers (Activation and Engagement): A team of 5 adept campaign managers, driving client activation and engagement strategies to enhance customer participation and trading activity.Program Managers (Referral Program): 2 program managers dedicated to the creation and management of referral programs, engaging potential referrers and fostering community-driven growth.Product Marketing Managers: 3 skilled product marketing managers responsible for crafting and executing marketing strategies for products such as Stock SIP, MTF, Stock Basket and Trade API.Customer Success Team: A dedicated group of 20 team members who specialise in the digital onboarding of clients, overseeing new client trade activations and acting as virtual relationship managers. They play a pivotal role in generating revenue from new and existing clients through cross-selling initiatives.This comprehensive team structure is instrumental in not only optimising customer acquisition and activation processes but also in nurturing long-term client relationships, maximising cross-sales and ensuring client retention. My role as the Head of Revenue extends beyond conventional leadership, encompassing strategic guidance, team management and the development and execution of innovative revenue growth initiatives. Show less

HDB Financial Services Ltd.
Dec 2023 - nowLead - Product & MarketingAs the Lead for the Digital vertical in our Product and Marketing division at HDB Financial Services, I spearhead initiatives to shape the future of digital interactions.Product Management:Mobile App (HDB OnTheGo):- Leading the end-to-end product lifecycle for HDB OnTheGo, ensuring a seamless and user-friendly mobile app experience.- Overseeing feature development, enhancements and user engagement strategies. Digital Channels:- Strategically managing the expansion and enhancement of digital touch points.- Managing the integration and development of various digital channels beyond mobile, optimising user experiences across platforms.Digital Marketing (Social Media & Performance Marketing):- Leading a dynamic team in implementing performance marketing strategies to drive lead generation and brand engagement across social media platforms.Cutting-Edge Technology:- Spearheading the integration and advancement of Gen-AI technology to enable hyper-personalised experiences and enhance customer experience.User-Centric Approach:- Championing a user-centric approach to product design and development, ensuring the delivery of seamless and intuitive experiences.Data-Driven Decisions:- Leveraging data analytics and insights to inform strategic and tactical decisions, ensuring precision in product development and enhancement.Agile Methodology:- Implementing agile methodologies to enhance the speed and flexibility of product development cycles.Stakeholder Collaboration:- Collaborating effectively with stakeholders including marketing, technology and business teams to align digital initiatives with overall company objectives.Innovation and Transformation:- Driving innovation in digital interactions, exploring and implementing cutting-edge technologies to stay ahead in the market.- Leading transformative projects that redefine HDB Financial Services presence in the digital landscape. Show less
Licenses & Certifications

Advanced Google Analytics
LinkedIn LearningOct 2021
Lead Generation Foundation
LinkedIn LearningSept 2021
Marketing: Conversion Rate Optimization
LinkedIn LearningSept 2021
SEO Foundations
LinkedIn LearningSept 2021- View certificate

Building an Ethereum Blockchain App: 3 Ethereum Development
LinkedInJun 2022 - View certificate

B2B Go-to-Market Strategy: How to Transform Your Business
LinkedInFeb 2023 - View certificate

Advanced Certification in Digital Marketing & MarTech
Continuing Education Centre, IIT RoorkeeApr 2023 - View certificate

Digital Marketing Foundations
LinkedInJul 2022 - View certificate

Building an Ethereum Blockchain App: 2 Introduction to Ethereum
LinkedInJun 2022 - View certificate

Embracing Unexpected Change
LinkedInJul 2022 - View certificate

Create a Brand Strategy
LinkedInFeb 2023 - View certificate

Programmatic Advertising Foundations
LinkedInMar 2022 - View certificate

Building an Ethereum Blockchain App: 4 Ethereum Development Tools
LinkedInJun 2022 - View certificate

Mobile Marketing Strategy
LinkedInJul 2022 - View certificate

Growth Hacking Foundations
LinkedInApr 2022 - View certificate

Branding Foundations
LinkedInFeb 2023 - View certificate

Building an Ethereum Blockchain App: 1 Introduction to Blockchain
LinkedInJun 2022 - View certificate

Product Marketing Foundations (2018)
LinkedInFeb 2023 - View certificate

Blockchain: Beyond the Basics
LinkedInApr 2022 - View certificate

Building an Ethereum Blockchain App: 5 Your Ethereum Wallet
LinkedInJun 2022 - View certificate

Brand Leadership: Building Brand and Culture
LinkedInFeb 2023 - View certificate

Metaverse and NFTs for Marketing
LinkedInApr 2022 - View certificate

Building an Ethereum Blockchain App: 6 Building Your First Ethereum App
LinkedInJun 2022 - View certificate

Building an Ethereum Blockchain App: 7 Smart Contracts
LinkedInJun 2022 - View certificate

Create a Go-to-Market Plan
LinkedInFeb 2023
Honors & Awards
- Awarded to Jiegney UdwadiaSerco Quality Star Award Serco Global Services Pvt Ltd February 1, 2016 Best Performers - Q2 and Q3
- Awarded to Jiegney UdwadiaKotak Star Kotak Mahindra Bank September 1, 2013
- Awarded to Jiegney UdwadiaSerco Star Award Serco Global Services Pvt Ltd April 1, 2013
Volunteer Experience
Volunteer at Middlesex University Students Union
Issued by Middlesex University on Feb 2011
Associated with Jiegney UdwadiaDirector of Marketing And Community Relations
Issued by Swaraj Foundation on Aug 2008
Associated with Jiegney Udwadia
Languages
- enEnglish
- hiHindi
- maMarathi
- guGujarati
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