Understand the Internal Audit methodology prescribed in the Audit Methodology Policy, Procedure and Practice Guide and actively guide the audit team to apply it in all the assignments (audits and ad-hoc assignments such as investigation and special reviews).
Review audit documentation prepared by the audit team such as Audit Planning Memorandum (APM), Resource Allocation Plan (RAP) and Risk, Control & Testing Strategy (RCTS), walkthrough and testing documentation, to ensure that they meet the requirements of the Internal Audit methodology.
Ensure optimal utilisation of resources for audit, and effective and efficient execution of risk-based audits in order to meet audit deliverables timelines. Motivate audit team to ensure that audits are conducted with high quality and professionalism.
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To support the delivery of new product development or product modification initiatives from concept development to actual implementation and product launch.
To be able to coordinate with internal departments to ensure all materials are ready for product launch.
To lead and provide user requirements of the sales illustration systems.
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Lead, coach, and inspire a business development team to consistently achieve assigned sales targets, fostering a culture of ownership, performance, and continuous improvement
Execute business strategies to consistently deliver sales targets and portfolio expansion across key market segments.
Cultivate high‑impact relationships with brokers and strategic distribution partners, focusing on productivity uplift and long‑term value creation.
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Serve as the primary contact person for all matters related to Banca administration, reporting, and departmental initiatives.
Oversee and manage the end‑to‑end administration of commission processing and agency compensation for partner banks.
Ensure accurate computation of agency compensation and timely delivery of reports and payments in accordance with the agreed service level agreement (SLA).
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Work closely with superior to plan, coordinate, and execute partner-related initiatives, ensuring effective collaboration and seamless coordination among internal and external stakeholders.
Manage day-to-day distribution support and operational activities for business partnerships, key stakeholders, and clients to ensure smooth business operations and service delivery.
Monitor and track business performance, identify performance gaps and growth opportunities, and work with stakeholders to implement improvement actions and achieve business objectives.
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Drive new business acquisitions and renewal retention while supporting the recruitment of new agents to promote and distribute Employee Benefits (EB) products.
Provide administrative and operational support for day-to-day servicing of existing EB agents and clients.
Conduct regular engagement sessions, meetings, and training programs to enhance agents’ product knowledge and sales capabilities.
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Work closely with Branch Leaders to lead Personal Financial Consultants & Relationship Managers to achieve Bancassurance sales target of assigned banking branches.
Provide coaching to newly joined Personal Financial Consultants with the objective to uplift competencies that aim to achieve sales target.
Facilitate training to ensure all Personal Financial Consultants & Relationship Managers are keep abreast with latest Bancassurance product knowledge, bank system, sales technique etc.
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Supports product development for Bancassurance in the areas of documentation, materials, system, sign-off and coordinate with stakeholders to ensure readiness for product launch.
Collaborates with Bank Partners, internal stakeholders and vendors for the printing of materials and delivery to Branch on timely manner.
Sources and liaises with vendors for marketing initiatives planned.
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