Portfolio Management Manager

2 weeks ago


Hanoi, Hanoi, Vietnam Aloha Consulting Group Full time
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 enterprisedefined 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 Agencywise Persistency dropout 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.


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