Portfolio Management Manager

4 weeks ago

india Aloha Consulting Group Full time
Job Description
ACG_1211_JOB
Our client is a reliable Finance company in Vietnam who is searching for potential candidate to join their firm:
  • Take charge of overseeing the Persistency Management Framework within the organization.
  • Devise and execute action plans to enhance persistency, renewal collection, and retention across Bancas and Agency channels, encompassing aspects like Lapse, Surrender & Reinstatement.
  • Be accountable for meeting enterprise-defined persistency targets by establishing internal targets for the distribution team and communicating them across regions and zones.
  • Collaborate closely with Branch and Sales heads from all channels to promote Persistency, Lapse, and Surrender programs, validating their effectiveness through regular reviews and customer council forums.
  • Identify opportunities to improve renewal collections through innovative methods, such as alternate modes of collection and data enrichment.
  • Design and launch various retention offers in coordination with distribution, operation, and marketing teams to enhance Persistency, decrease lapse, and surrender rates.
  • Manage the activities of the Portfolio Management team and outbound call center to improve persistency based on predefined scope of work and service level agreements (SLAs), while implementing necessary enhancements.
  • Develop Customer Segmentation and Retention models aimed at boosting premium renewals.
  • Establish and maintain Management Information System (MIS) and Persistency performance reports for all stakeholders.
  • Monitor and analyze performance reports, including Agency-wise Persistency drop-out rates, ensuring that all targets are met.
  • Enhance the competency of Portfolio Management team members through regular reviews and identifying training needs.
  • Engage in other projects as assigned by the Line Manager.
  • Spearhead discussions and initiatives across departments to achieve milestones and goals outlined in the company Persistency Framework.

Requirements
  • A Bachelor's Degree or Master's degree from a well-regarded public or private university in any discipline.
  • At least 5+ years of direct experience in the Persistency / Renewals / Customer Retention Department in the Vietnam market.
  • Demonstrated track record of achieving Key Performance Indicators (KPIs) associated with contact-center operations for persistency and customer retention.
  • Proficiency in analyzing and interpreting a combination of qualitative and quantitative data, constructing compelling narratives, and offering valuable recommendations.
  • A strong passion for prioritizing and delighting customers.
  • Possesses a data-driven mindset, deeply focused on metrics, and committed to understanding customer feedback.
  • Displays a "Can do" attitude, with a strong customer-centric approach.
  • Enthusiastic about driving organizational change and being an integral part of a cohesive team.
  • Excellent communication skills, encompassing verbal, written, and PowerPoint presentations.
  • Exceptional interpersonal and relationship management abilities, capable of collaborating effectively and being an empathetic team player.
  • Exposure to market research, consumer insights, and international experience would be advantageous.
  • Proficient in handling and analyzing data.
  • Familiarity with technical definitions related to 13th-month and 25th-month Persistency.
Contact: Huong Do
Due to the immense number of applications, only shortlisted candidates will be contacted

Requirements
A Bachelor's Degree or Master's degree from a well-regarded public or private university in any discipline. At least 5+ years of direct experience in the Persistency / Renewals / Customer Retention Department in the Vietnam market. Demonstrated track record of achieving Key Performance Indicators (KPIs) associated with contact-center operations for persistency and customer retention. Proficiency in analyzing and interpreting a combination of qualitative and quantitative data, constructing compelling narratives, and offering valuable recommendations. A strong passion for prioritizing and delighting customers. Possesses a data-driven mindset, deeply focused on metrics, and committed to understanding customer feedback. Displays a "Can do" attitude, with a strong customer-centric approach. Enthusiastic about driving organizational change and being an integral part of a cohesive team. Excellent communication skills, encompassing verbal, written, and PowerPoint presentations. Exceptional interpersonal and relationship management abilities, capable of collaborating effectively and being an empathetic team player. Exposure to market research, consumer insights, and international experience would be advantageous. Proficient in handling and analyzing data. Familiarity with technical definitions related to 13th-month and 25th-month Persistency. Contact: Huong Do Only shortlisted candidates will be contacted

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