Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
JOB SCOPE:
Account Management
- Execute and implement business strategies to achieve set targets by working closely with bank business partners, bancassurance sales team, product and operational team.
- Operational efficiency of overall account management through enhancing existing operation and process within internal and banking partner.
- Formulate adequate sales and marketing activities with business partners to maximize sales potential of bank customers and referrals.
- Project tracking and updating on status of monthly initiatives and activities.
Administrative and Support
- As a coordinator within Head Office and branches on staff matters and HQ events.
- Work closely with business units to prepare end-to-end event’s approval paper and process (from procurement to the event’s reward fulfillment).
- Arrange conferences and meetings; prepare and assemble materials; make, confirm, and process travel arrangements and expense reports; schedule appointments and arrange meetings; maintain schedules and calendars; monitor inventory.
PRINCIPAL DUTIES & RESPONSIBILITIES:
- Execute and coordinate business strategies between banking partner and internal stakeholders including business operation, customer servicing, product development & delivery, regulatory and sales compliance.
- Conduct regular business review to ensure channel sales targets are achieved.
- Plan effective operational support, training and marketing initiatives to deliver the sales targets and objectives.
- Provide assistance in calendar management, meetings arrangement and teams travel arrangement.
- Provide assistance (coordinate and facilitate) in projects / department initiatives and implementation.
- Maintain department’s:
- personnel databases (pre on & off boarding, system access, IT inventory, name cards, leave management)
- personnel expense budgets
- purchasing records and coordinates billing to departments
- Update Business Continuity Management (BCM) & Business Continuity Impact (BIA) yearly
- Sourcing and procure corporate gifts for business partners (if applicable).
- Provide assistance in department manpower, capacity planning and pre and post recruitment.
JOB SPECIFICATION
Qualifications
- Degree in any discipline.
- Insurance and Investment qualification will be added advantage.
Experience
- Minimum 8 years’ experience in banking and financial services industries specialized in sales and marketing is an added advantage.
- Effective client management skills.
- A numerate and analytical mind.
- Proficiency in managing business unit with good track records on building business revenue.
- Meticulous with the ability to work under pressure.
- Self-motivated with the ability to work under minimum supervision.
Knowledge
- Practical knowledge in insurance related products of bancassurance.
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
Skills Required
- Degree in any discipline
- Minimum 8 years' experience in banking and financial services
- Experience in sales and marketing (specialization is an advantage)
- Practical knowledge in bancassurance insurance products
- Effective client management skills
- Numerate and analytical mindset
- Proven ability managing business units and building revenue
- Meticulous and able to work under pressure
- Self-motivated and able to work with minimal supervision
- Insurance and investment qualifications
What We Do
In Asia and Africa, Prudential has been providing familiar, trusted financial security to people for 100 years. Today, headquartered in Hong Kong and London, we are ranked top three in 12 Asian markets with 18 million customers, around 68,000 average monthly active agents and access to over 27,000 bank branches in the region. Prudential is focused on opportunities in the most exciting growth markets in Asia and Africa. With access to over 4 billion people in both these regions, we are investing in broadening our presence and building our leadership in the life and asset management markets. We are committed to making a positive impact on our customers, our employees and our communities by delivering the best savings, health and protection solutions to people so they can get the most out of life. Visit our websites for more information Prudential plc: https://www.prudentialplc.com/ Prudence Foundation: https://www.prudentialplc.com/en/prudence-foundation
