About the role

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.

Aplyr's read

Prudential Financial is a key player in financial services, attracting professionals in insurance, investment management, and corporate development for diverse career opportunities.
Synthesized from recent postings & public sources

What's promising

•Prudential offers a comprehensive range of financial products, including life insurance and investment management.
•The company has a strong global presence, providing diverse career opportunities across various regions.
•Prudential invests in leadership development programs, fostering career growth and advancement.

What to watch

•The financial services sector is highly competitive, posing challenges for market share growth.
•Regulatory changes in the insurance industry may impact operational strategies and profitability.
•Economic downturns can adversely affect demand for financial products and services.

Why Prudential Financial

•Prudential's Future Leaders program targets next-generation management, emphasizing leadership development.
•The company has a robust international footprint, enhancing cross-border career opportunities.
•Prudential's diverse role offerings range from creative management to IT security, showcasing its broad operational scope.

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About Prudential Financial

Prudential Financial

prudential.com

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Prudential Financial, Inc. is a financial services and insurance company that offers a wide range of products and services including life insurance, annuities, retirement-related services, mutual funds, and investment management.