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Job type:
Full-time
Salary:
negotiable
- จัดเตรียมและวิเคราะห์ข้อมูลให้กับฝ่ายบริหารเพื่อสนับสนุนการกำหนดกลยุทธ์และนโยบายของช่องทางจัดจำหน่ายผลิตภัณฑ์ประกัน ครอบคลุมทั้งประกันชีวิต ประกันสินเชื่อ และประกันภัย ให้กับช่องทางการขายที่รับผิดชอบ เพื่อให้เป็นไปตามเป้าหมายที่กำหนด.
- ประสานงานแก้ไขปัญหาระหว่างช่องทางการขายกับบริษัทประกันชีวิตและบริษัทประกันวินาศภัย รวมถึงรับเรื่องประสานงานเกี่ยวกับข้อร้องเรียนของลูกค้าที่ซื้อประกันผ่านช่องทางการขาย.
- วางแผนและวิเคราะห์กลุ่มพนักงานขาย (Sales Segmentation) เพื่อพัฒนาให้มีศักยภาพการขายที่เหมาะสม ถูกต้อง และสอดคล้องกับเป้าหมาย.
- บริหารช่องทางการขายที่ได้รับมอบหมายให้บรรลุเป้าหมายของธนาคารภายใต้งบประมาณที่ได้รับอนุมัติ โดยจัดทำแคมเปญที่เหมาะสมกับแต่ละช่องทางขาย พร้อมทั้งวิเคราะห์ข้อมูลเพื่อสนับสนุนความสำเร็จของแคมเปญ.
- ทำงานร่วมกับพันธมิตรทางธุรกิจ บริษัทประกัน และหน่วยงานที่เกี่ยวข้อง เพื่อพัฒนาคุณภาพของกระบวนการดำเนินธุรกิจ รวมถึงการวางแผนอบรมเกี่ยวกับแบบประกันและเทคนิคการขาย เพื่อยกระดับคุณภาพการขายและปรับปรุงกระบวนการดำเนินงานให้สอดคล้องกับกลยุทธ์ของช่องทางที่กำหนด.
- จัดทำและนำเสนอรายงานผลการดำเนินงานให้กับช่องทางจัดจำหน่าย รวมถึงสื่อสารข้อมูลเกี่ยวกับแบบประกัน แคมเปญส่งเสริมการขายสำหรับพนักงาน รวมถึงแคมเปญสำหรับลูกค้า ตลอดจนข้อมูลผลิตภัณฑ์ประกันให้กับช่องทางการขายและพันธมิตรทางธุรกิจ.
- ตรวจสอบความถูกต้องของข้อมูลการจ่ายผลตอบแทนจากแคมเปญ รายได้พนักงานธนาคาร และโครงการอื่น ๆ ให้เป็นไปตามหลักเกณฑ์ที่กำหนด.
- คุณสมบัติ: วุฒิการศึกษาระดับปริญญาตรีขึ้นไป สาขาบริหารธุรกิจ การตลาด การเงินการธนาคาร เศรษฐศาสตร์ หรือสาขาอื่นที่เกี่ยวข้อง.
- มีประสบการณ์อย่างน้อย 3 ปี ในสายงาน Bancassurance.
- มีความรู้เกี่ยวกับผลิตภัณฑ์ประกันชีวิตและประกันวินาศภัย ทั้งด้านตลาด ระเบียบ และข้อกำหนดทางกฎหมายที่เกี่ยวข้อง.
- มีความคิดสร้างสรรค์ มนุษยสัมพันธ์ดี ทักษะเจรจาต่อรอง และทักษะการนำเสนอ.
- มีทักษะในการสื่อสารทั้งภาษาไทยและภาษาอังกฤษ.
- We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.
2 days ago
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Job type:
Full-time
Salary:
negotiable
- Conduct needs analysis for Distribution, analyze performance data and identify skill gaps in non-Bancassurance channels, as well as FWD Distribution Staffs.
- Gather business direction from non-Bancassurance channel to form BTC Strategy to serve and support company goal.
- Design and implement a long-term, comprehensive training strategy that supports business growth and channel performance.
- Create training roadmap for a multi-year training roadmap outlining key initiatives, timelines, resources required.
- Manage key stakeholders both internal and external including Academic institutions, such as University, in order to ensure their buy-in for all training initiatives.
- Deliver BTC Business Plan for all channels with all strategic pillars, including BTC staffs competencies development program.
- Collaborate with BU leaders as a strategic advisor, providing consultation to design and implement impactful learning solutions that drive organizational growth.
1 day ago
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Skills:
Finance, Accounting, Single License, English
Job type:
Full-time
Salary:
negotiable
- To plan and manage Krungsri Exclusive portfolios (AUM more than 10 MB) ; build relationship with customers to maintain key customer base of the Bank as well as expand Krungsri Exclusive customer base.
- To offer wealth management products and provide advice relating to asset allocation in collaboration with KE investment consultants in order to achieve target yields on investment which matches risk profile of customers.
- To expand Krungsri Exclusive customer base through sales channels and marketing prog ...
- To increase fee income and grow portfolios in accordance with the policy and target as assigned.
- To cross sell products of the Bank and its affiliates.
- To work with relevant departments on sharing of knowledge and advice in order to support operations and product & service development.
- To deliver superior services to Krungsri Exclusive customers according to established standard in order to maximize customer satisfaction.
- To comply with business policies and work with branches on operations, processes, procedures and internal control of documents.
- Bachelor's or Master s degree in MBA, Finance, Marketing, Economics and Accounting from Thai and oversea.
- At least 3 years in Wealth Banking, Private Banking or related experience.
- Knowledge of investment product i.e. Mutual fund, Deposit, Bancassurance.
- Possessed a single license (IC License), Brokerage in life and non-life insurance.
- Good personality.
- Strong interpersonal skill, communication skill and self-motivated.
- Good command of English.
- Work at Krungsri Bank (Head office Rama 3) or Branch..
- (https://krungsri.com/b/privacynoticeen).
- Remark: The bank needs to and will have a process for verifying personal information related to the criminal history of applicants before they are considered for employment with the bank..
- FB: Krungsri Career (http://bit.ly/FacebookKrungsriCareer).
- LINE: Krungsri Career (http://bit.ly/LineKrungsriCareer).
- Talent Acquisition Department
- Bank of Ayudhya Public Company Limited
- 1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120.
3 days ago
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Bangkok, Sales
,Marketing / Advertising
,Business Development
Sales,Marketing / Advertising,Business Development
Experience:
4 years required
Skills:
Research, Finance, Negotiation, English
Job type:
Full-time
Salary:
negotiable
- Regularly update market intelligence, understand the assigned portfolio, and come up with initiatives that increase sales productivities and revenue for both company and business partners.
- As a P&L owner; constantly monitor and analyze performance results of related points; top line numbers, sales production performance, solicitation cost, profit and loss, plan vs actual report, and portfolio mix to make sure bottom line meets company target. Recommend and/or implement appropriate changes.
- Research the current policyholder base and work with data analytic team to recommend segmenting the database, developing retention and conservation programs; launching campaigns.
- Develop action plans to ensure achievement of financial and strategic plans. This includes establishing annual launch schedules, including alternative launches, test launches relaunches, add-on and cross sell campaigns, etc. with recommend measurable profitable production objectives which can be achieved. It also includes submitting completed launch justifications on time.
- Provide guideline for improvement actions and accelerate/prioritize action needed for identified improvement solutions.
- Ensure DM team members and portfolio under supervision are monitored and expanded by identifying targeted list or other new campaigns.
- Understand reports and sources of data, and be able to give feedback.
- Team support for internal and external negotiations.
- Maintaining control over the Profit and Loss ratio.
- Implement a strategy that ensures timely billing collection through a comprehensive, end-to-end approach.
- This involves initiating the billing process, setting clear payment terms, actively following up with clients, and addressing any issues promptly.
- Effective control of your portfolio and billing process will help improve cash flow and financial stability.
- Project Management.
- Brief, negotiate and ensure all internal and external parties agree on concepts, responsibilities, procedures and timetables for each launch. External parties may include government regulators, sponsors, agencies letter shops and other vendors. Internal parties include Customer Service, Underwriting, Telemarketing, Direct Sales, Finance and Management in a country, regional and home office.
- Understand, able to communicate end-to-end process and manage assigned projects within timeline.
- Give guidance and make judgements for campaign implementation solutions.
- Make sure list management is as agreed with sponsors.
- Issue handling; such as business partners' specific requests and customer complaint.
- Any other duties as assigned.
- Skilled.
- Computer skills with proficient in Microsoft Excel, Word, and PowerPoint.
- High level of interpersonal skills at multiple levels.
- Strong presentation and negotiation skills.
- People and Team skills with strong leadership.
- Logical thinking and able to challenge existing ideas and way of doing things.
- Able to work independently/under pressure and multi-tasking.
- Experience.
- At least 4 years experience in Key Account Management.
- Experience which indicates success in institutional selling in insurance field or Telemarketing or Bancassurance would be an advantage.
- Bachelor or Master Degree in Business Management / Marketing or related fields.
- Efficient in verbal and written communications in native language and in English.
- Account/Partner, Sales, Revenue Management and Reporting.
- Regularly update market intelligence, understand the assigned portfolio, and come up with initiatives that increase sales productivities and revenue for both company and business partners.
- As a P&L owner; constantly monitor and analyze performance results of related points; top line numbers, sales production performance, solicitation cost, profit and loss, plan vs actual report, and portfolio mix to make sure bottom line meets company target. Recommend and/or implement appropriate changes.
- Research the current policyholder base and work with data analytic team to recommend segmenting the database, developing retention and conservation programs; launching campaigns.
- Develop action plans to ensure achievement of financial and strategic plans. This includes establishing annual launch schedules, including alternative launches, test launches relaunches, add-on and cross sell campaigns, etc. with recommend measurable profitable production objectives which can be achieved. It also includes submitting completed launch justifications on time.
- Provide guideline for improvement actions and accelerate/prioritize action needed for identified improvement solutions.
- Ensure DM team members and portfolio under supervision are monitored and expanded by identifying targeted list or other new campaigns.
- Understand reports and sources of data, and be able to give feedback.
- Team support for internal and external negotiations.
- Maintaining control over the Profit and Loss ratio.
- Implement a strategy that ensures timely billing collection through a comprehensive, end-to-end approach.
- This involves initiating the billing process, setting clear payment terms, actively following up with clients, and addressing any issues promptly.
- Effective control of your portfolio and billing process will help improve cash flow and financial stability.
- Project Management.
- Brief, negotiate and ensure all internal and external parties agree on concepts, responsibilities, procedures and timetables for each launch. External parties may include government regulators, sponsors, agencies letter shops and other vendors. Internal parties include Customer Service, Underwriting, Telemarketing, Direct Sales, Finance and Management in a country, regional and home office.
- Understand, able to communicate end-to-end process and manage assigned projects within timeline.
- Give guidance and make judgements for campaign implementation solutions.
- Make sure list management is as agreed with sponsors.
- Issue handling; such as business partners' specific requests and customer complaint.
- Any other duties as assigned.
- Skilled.
- Computer skills with proficient in Microsoft Excel, Word, and PowerPoint.
- High level of interpersonal skills at multiple levels.
- Strong presentation and negotiation skills.
- People and Team skills with strong leadership.
- Logical thinking and able to challenge existing ideas and way of doing things.
- Able to work independently/under pressure and multi-tasking.
- Experience.
- At least 4 years experience in Key Account Management.
- Experience which indicates success in institutional selling in insurance field or Telemarketing or Bancassurance would be an advantage.
- Bachelor or Master Degree in Business Management / Marketing or related fields.
- Efficient in verbal and written communications in native language and in English.
14 days ago
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Job type:
Full-time
Salary:
negotiable
- Job Purpose: Maintain and update SCB bank and bancassurance sales structure, this position provide new seller information and update to stakeholder to use the seller information.
- Key Responsibilities Perform, analyze and deliver reports and commentaries to meet requirements for financial statement, management presentation, group office report, regulatory report, etc.
- Proactively Identify room for enhancement on own works e.g. operating efficiency, co ...
- Be responsive to the suggestions/recommendations from senior colleagues to improve work s quality.
- Collaborate with other functions to resolve operating problems and/or discuss for solutions (e.g. treaty related issues, data and system issues, assumption process control, actuarial forecasting)
- Respond and support an auditor through an auditing processes (e.g. reinsurance related, BEA and experience study related)
- Perform ad-hoc tasks as assigned by senior colleagues in order to fulfill near-term department s goals.
- Take full ownership of self-development. Proactively seeking support from Head of AAA / CATO for the opportunity for skills and knowledge improvement.
12 days ago
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Skills:
Sales
Job type:
Full-time
Salary:
negotiable
- Build and maintain effective long-term relationships and a high level of happiness with key decision makers and influencers at assigned banks.
- Build demand for AIA's products by highlighting their ability to meet the client's needs.
- Develop, implement and coordinate sales and distribution programmes for the bancassurance channel.
- May lead accounts as part of a larger account team or handle named accounts within a geography for a particular product or product set.
- Responsible for other relating tasks as assigned to align with business policy and build long term business growth.
- Explore opportunity to improve work flow and build healthy environment.
- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives. Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives. You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
14 days ago
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