Pd Strategic Planning

5 months ago


Ho Chi Minh City, Vietnam Prudential plc Full time

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Prudential a place where you can Connect, Grow and Succeed.

This role is to lead the strategic & financial planning and management as well as Performance Management for Assigned Account(s) to help the Account(s) achieve their business objectives, contributing to PD achieving its objectives

This role is required to lead a dedicated team working closely with Account Heads/ RSMs in:
Strategic planning:

- Build full-year business plan and quarterly/monthly revision, ensuring alignment with overall PD Strategy_
- Provide market intelligence, including best practice collected from LBU accounts and from regions_
- Conduct strategy sharing/ execution planning sessions, internally & externally_

Financial advisory & management:

- Budget: Provide advise/ alert and tracking of budget spend for optimization_

Manage the overall budget, key activities of assigned accounts(s) by tracking and supervising the key major expense items, initiating and overseeing the budgeting process in the monthly basis to manage the spending within the approved limits

Keep track and analyze the effectiveness of Sales related expense/Management related expense (SRE/MRE) to propose the best practices for business.
- Incentive planning & Management: Work with Partners, Account to propose, design, deploy, monitor and track incentive schemes to achieve Account KPIs:_

Manage and coordinate with other stakeholders to timely provide communication content/updated results in relation to incentive scheme to maximize the impact of sales campaigns/activities.

Work with the Channel Market & Communication, Management System Information (MIS), Finance to ensure the timely delivery of contest memorandum/contest results, contest updates payment, promotion and trip execution.

Regularly analyze the effectiveness of contests proven by data, business insight and propose solution for improvements in Working committees/Steering committees with Bank Partners.

Performance Management, Data and Data Analytics:

- Issue-focus analysis: Perform data analytics to identify trends & underlying patterns & provide recommendations to support business decision making_
- Dashboards/ Report/ Warehouse/ Data Services:_

Design, Manage & Review periodic report/ dashboard (monthly, weekly, daily ) and provide data services to ad-hoc requests to support the assigned account(s) (both managing directly and managing indirectly via DA&I/ IT)

Continuously & actively identify areas of potential improvement/ simplification/ automation and implement these changes for dashboards/ reports/ warehouse/ data services to enhance business & team productivity

Work with relevant stakeholders (Operations, Data Analytics & Insight, Actuarial, IT, etc.) regarding business & data rules, data extraction
- Lead the design and implementation of analytics projects/ data sharing/ analytics exercises working with bank/non-bank partners_
- Performance Management: Conduct post-launch evaluation for incentive scheme, campaigns, projects associated with the assigned account(s), following Measurement, Alerting & Recommendations framework_

Other added responsibilities for total PD - assigned by Department Head People Management & Development
- Manage & regularly organize engagement activities to ensure team members are inspired and motivated._
- _
- Develop all direct reports in technical matters as well as interpersonal skills._

Other tasks assigned by Management levels

**Qualifications**:

- University Graduate Major: Economics/ Management/Banking/ Finance
- At least 5 years at Strategy/Planning/ Performance Management/ Analytics role in Financial service
- Having knowledge & experience in Life Insurance is an advantage
- Good understanding of Insurance market in Vietnam, Financial service and Government rules

Knowledge and skill
- Excellent strategic thinking and strong critical & analytical thinking
- Logical & Assertive communication
- Strong advisory & influencing skills
- Curiosity, Agility, High Adaptability to VUCA contexts & demanding stakeholders
- Passionate, proactive, self-motivated

Competencies

Leadership Capability Model - Intermediate level



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