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Manager, Strategic Planning

Manager, Strategic Planning

MBSB Bank BerhadPetaling Jaya, Selangor, Malaysia
15 hours ago
Job description

Key Responsibilities :

Takaful and Will Sales Enablement

  • Monitor engagement and roles between MBSB sales staff (Investment Advisors, Personal Relationship Banker etc), Takaful Operator Business Development Manager and Takaful Advisors (if any). Ensure matters are resolved and establish engagements for alignment.
  • Execute customer campaign and other relevant customers marketing promotions for sales improvement.
  • Track and provide performance insights with recommended strategies for improvements

Sellers and Customers Journey

  • Develop sales and customers journey to ensure ease of sales submissions and recognition of performance.
  • Ensure customers journey remain seamless including submission, claims, complaints handling.
  • Identify any gaps and recommend solutions for improvements.

    • Takaful and Will Propositions

  • Provide market insights on market product and propositions
  • Work closely with internal team such as Personal Financing, Property Financing, Auto and Deposits for new opportunities.
  • Identify customers' needs and propose solutions based on customers segmentation and life stages, including propositions with bank products such as financing, auto, deposits and others.
  • Extract customers data for insights or leads extractions that suit the product / customers propositions.
  • Work with product team for new product development in terms of sales and customers insights.

    • Project Execution

  • For new initiatives roll out, to work closely with internal stakeholders and Takaful Operators for executions. To update project timeline and provide updates to management to ensure initiatives are rolled out as per Business Planning.
  • Chair meetings and escalate matters for problem solving and internal stakeholders alignment.

    • Threshold Qualifications :

    Minimum Bachelor's Degree holder

    Years & Nature of Experiences :

    Minimum 5 years preferably in takaful, insurance, bancassurance, bancatakaful or similar capacity in the financial services industry

    You will also be working closely with internal and external stakeholders, such as other departments in the company and takaful advisors, takaful operators, other business providers.

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    Planning Manager • Petaling Jaya, Selangor, Malaysia