Bancassurance Partnerships:

• Develop a comprehensive understanding of the bancassurance landscape, proactively identifying and engaging potential bank partners.
• Lead deal structuring with strong financial justification to secure internal approvals and partner agreements.
• Facilitate the smooth transition of new bank partnerships to the distribution team for execution, providing initial oversight to ensure alignment with the plan.

New Channel Establishment:

• Conduct feasibility studies for new distribution channels across three markets, aligning with CLM EXCO directives.
• Pilot selected channel options, transferring ownership to management upon successful establishment and scalability.
• Note: Scaling of existing agency channels is considered business-as-usual and managed by the distribution team.

Strategic Partnerships:

• Identify and cultivate partnerships that drive new business opportunities through value-added services (VAS) and referral programs.
• Onboard partners with robust financial agreements, securing exclusivity and leveraging digital solutions.
• Collaborate with the Health Team on the identification and onboarding of health-specific partners.

Performance Management:

• Coordinate monthly KPI tracking and performance management.
• Provide EXCO members with insightful KPI performance updates.
• Prepare quarterly business performance dialogue presentations, including data analysis and visual representations.
• Develop strategy communication presentations for internal and external stakeholders as required.
• Forecast strategic KPI performance through collaboration with relevant stakeholders.
• Collaborate with colleagues to enhance understanding of strategic performance drivers.
• Maintain effective communication with group office stakeholders.

• Minimum 10 years of experience in the financial services industry (banking and/or insurance).
• Demonstrated strong commercial acumen and proficiency in data and numerical analysis.
• Proven experience in performance management, with excellent storytelling and data visualization skills.
• Strong analytical mindset and understanding of insurance financials.
• Proven team leadership experience.
• Excellent communication, influencing, and presentation skills.
• Strong stakeholder management and interpersonal skills.