Manager, Bancassurance Governance and Operations
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Key Responsibilities and Accountabilities
Functional (job responsibilities) :
- Develop, implement, and maintain comprehensive sales surveillance frameworks to monitor bancassurance sales activities for adherence to internal policies, regulatory requirements and ethical standards.
- Collaborate with Compliance, Legal, and Risk departments to ensure all bancassurance products and sales processes meet the latest regulatory requirements.
- Investigate and report on sales‑related incidents, recommending corrective actions and preventative measures.
- Develop and maintain process documentation, standard operating procedures (SOPs), and service level agreements (SLAs) for all bancassurance operations.
- Establish and manage a robust complaint‑handling framework for bancassurance products, ensuring timely and effective resolution of customer grievances.
- Analyze customer data and market trends to identify opportunities for increasing bancassurance product penetration across the bank's customer base.
- Develop and implement strategies and campaigns in collaboration with sales and marketing teams to enhance cross‑selling and up‑selling of bancassurance products.
- Monitor and report on bancassurance customer acquisition, retention, and penetration rates, identifying areas for growth and improvement.
- Take ownership of the end‑to‑end execution of new bancassurance initiatives and projects, from conceptualization to launch and post‑launch review.
- Develop comprehensive project plans, including scope, objectives, timelines, resource allocation, and risk management.
Jobholder Requirements
Education / Qualifications :
Undergraduate degree in Accounting / Banking / Investment / Finance / Economics or a related field.Pre Contract Exam (PCE), CEILI and Takaful Basic Exam (TBE) certification is a plus.Experience :
7 years and above relevant experience in financial / insurance field.Working in banking or insurance operations roles with regulatory compliance experience and / or project management skills.Strong interpersonal skills — Personable, approachable, collaborative.Special Skills :
Good analytical skillsWorking proficiency of English, Bahasa Malaysia and ChineseWhat’s next?
Once you’ve applied online, our team will carefully review your application. Due to a high volume of applications, we appreciate your patience to allow for a fair and timely review process.Should you be shortlisted for the role, we will send you an invitation via email for an interview. You can also check on your application status by logging into your candidate account.For more job opportunities, please go to HLB Careers :
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