retail propositions senior Manager - unit linked & fundsAXA MANDIRI FINANCIAL SERVICES

Job Description
Job Purpose
Successfully execute and implement the strategic plans for the segment within the agreed timelines.
Key Responsibilities are as follows:
Formulate propositions and implement programs targeting Unit-Linked customers across relevant market segments that attract new customers and generate revenue, with special focus on Investment-linked Life products (SP & RP).
Understand Unit-Linked customers via formal and informal research and develop offers and recommend relevant investment-related propositions and solutions.
Define fund roadmap and investment-related digital strategy roadmap based on identified customer needs and work closely with internal stakeholders to see through launch
Closely monitors market developments to identify opportunities and threats and device courses of action
Develop strong partnerships with key stakeholders (ex. distribution, operations, etc.) to drive strategy buy-in that will lead to successful implementation of programs
Put in place the metrics needed to ensure that performance of programs are closely monitored. Must have the discipline and rigor to understand and use the data for program analysis and next steps planning.
Work with various groups (e.g., outsourced vendors, etc) and colleagues to execute strategic plans
Product Ownership of AXA Investment-related digital tools (e.g., Investment tracker - Investment performance reporting system Goal planner functionality in Emma)
Critical Accountabilities
Key Result Areas
Major Activities
Output
Challenges and Risks
Investment Propositions
Initiate customer/ distributor insights
Gather and analyze industry data/ trends
Review AXA business and identify issues and opportunities
Approved full year roll-out plan for Unit-linked & Funds propositions
Implementation/ post-activity evaluation
Data availability
Stakeholder support
Launch new funds (Unit-Linked investment funds)
Initiate research that will uncover customers needs and wants
Identify best practices within and outside the insurance industry
Collaborate with Investments, Products and Pricing teams to finalize design
Coordinate with various internal and external stakeholders to implement launch programs
Research design and analysis
Product design
Fund Launch plans
Training materials for Distribution
Availability of data
Resources/budget
System requirements
Investment propositions, comms & engagement strategy
Position/reposition Unit-Linked Funds to relevant target market/s
Create an investment communication and engagement strategy in collaboration with key stakeholders and SMEs
Roll-out plan, monitoring, evaluation
Channel support
Budget
Business owner of Investment-related digital tools (e.g., Investment performance reporting, Goal Planner, Risk Profiler).
Assess, identify, and provide solutions to improve on customer experience related to the Unit-Linked products and investment decision-making process at key moments of truths for the customer.
Partner with Segment Managers and In-force Management to drive use and utilization of Investment Tools as part of Unit-Linked products overall propositions.
Partner with Distribution Division to drive use of investment tools for value-added services to customers (financial planning and policy review).
Roll-out plan, monitoring, evaluation
Budget
System requirements
Key Decisions/Dimensions
Decisions
Quantifiable Data Related to Job
Key strategies based on comprehensive review of business/ market
Resource allocation
Targets: New Customer Count, APE, utilization rate
Your Profile
Skills and Knowledge
Educational Qualifications
Relevant Experience
Graduate of Business Management/Economics, Economics, Management of Financial Institutions, Management Engineering or related under-graduate course. Graduate studies (MBA, Finance) an advantage.
Trust Institute Foundation of the Philippines (TIFP) certification is preferred
Minimum of 10 years of cumulative experience in Marketing, Product management, and/or Investment-support functions in financial services (e.g., Trust/Asset Management, Banks, Insurers).
Experiences in investment fund design, creation, and launch is an advantage
With strong project management skills
Good knowledge of investment processes and experience in financial industry particularly investment firms/entities.
Personal Characteristics/Behaviors
Other Requirements
Results-oriented and with strong analytical skills
With strong program management orientation and problem-solving skills
With great sense of urgency and orientation for deadlines
Ability to successfully manage multiple tasks
Demonstrates attention to details
Strong interpersonal skills and good communication skills
Team player
Good financial acumen
Excellent Communication Skills (oral/written)
Negotiation Skills
Leadership Skills
About AXA
A global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.
About the Entity
Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An.
AXA Philippines is one of the first to introduce bancassurance operations in the country, and is among the pioneers in the investment-linked insurance sector.
AXA now offers a complete range of products for all its customers insurance and financial protection needs, including savings and investments, health plans, income protection, and health coverage and through its general insurance subsidiary Charter Ping An Insurance Corporation: fire, motor car, marine cargo, personal accident, bonds, casualty, and engineering insurance products.
AXA Philippines closed 2017 with P26.4 billion in total premium income and P5.7 billion in gross written premiums from Charter Ping An. Today, AXA has more than 4,000 financial advisers in 36 branches, and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. Charter Ping An, on the other hand, has 22 branches nationwide and 2,007 agents.
AXA Philippines is a joint venture between the AXA Group, headquartered in France, and the Metrobank Group, one of the largest financial conglomerates in the Philippines.
The Metrobank Group is a conglomerate of industry-leading businesses that includes First Metro Investment Corporation, Metrobank Credit Cards, Federal Land, Toyota, and Manila Doctors Hospital. It was hailed Best Bank in the Philippines in 2010, 2011, and 2012 by Euromoney and recognized as the strongest bank in the Philippines by The Asian Banker in 2013. It is owned by the Ty Family whose major business interests include financial services, real estate development, power, and manufacturing.
What We Offer
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