Planning and Business Performance, Senior Lead

At AIA we've started an exciting movement to create a healthier, more sustainable future for everyone.

As pioneering innovators for over 100 years, we're now transforming our organisation to be faster, simpler and more connected. Because we want to be even better equipped to develop digital solutions and experiences that help more people live Healthier, Longer, Better Lives.

To get there, we need people with tech/digital/analytics expertise and passion to help develop positive, sustainable change through digitally enhanced experiences that will impact the lives of millions of people and create a healthier future for everyone.

If you believe in developing a better tomorrow, read on.

About the Role

Location: Hochiminh City

Report to: Manager, Proposition & Performance Management

Function: Partnership Distribution | Department: Partnership Business Management

Role: Independent Contributor

The Opportunity

We are looking for Planning & Business Performance Management, Consultant who takes responsibility for planning and execution of Partnership Distribution business strategies. This position plays critical role in working with the bank partner(s) to develop and implement initiatives to achieve PD KPIs, establish metrics for monitoring and evaluating sales performance and proposing actions to improve.

Roles & Responsibilities

1. Business Planning (50%)

2. Lead the business planning process of partners, including monthly / quarterly / yearly production with relevant OKR (product mix, case size, active ratio…) by working directly with partners' stakeholders (Head of Planning & MIS, Head of BDM) to timely & well-aligned plan

3. Ensure all the monthly, quarterly & Stratplan sessions are timely managed and delivered as required by RCE and Group PD
4. Lead the process of preparing and delivering meeting materials for all strategic meetings with partners and internal (LTs meeting, Monthly Distribution Review with Local CEO & LTs, Monthly / Quarterly Business Review with Regional CEO)
5. Provide deep understanding of actual business situation and timely propose solutions by working closely with Sales Directors & Regional Heads
6. Liaise with Sales Directors to prepare detailed action plan for monthly sales activities to uplift performance

7. Provide consultation to manager and/or other teams in order to build action plans to meet scorecard requirements, synchronizing activities across the PD

8. Business Solution & Initiatives management (30%)

9. Propose business case / proposal for PD's initiatives with clear identified scope, key tasks, deliverables, PIC, timeline. Work with WS leaders to work out solutions to meet the business requirements

10. Ensure the company wide's projects are implemented smoothly at PD by working closely with PMO, Change champions & relevant departments
11. Keep track of all implementation and initiatives, as well as perform regular evaluations, which includes creating group strategy reports

12. Provide adequate updates on current project health status

13. Performance Management (20%)

14. Take ownership to analyze performance, provide regular monitoring (weekly / monthly / quarterly / yearly) and proposing any actions / solutions to improve by working directly with Sales Directors

15. Lead the periodic business review session at PD level to ensure that the strategy is being implemented effectively
16. Provide market intelligence for better benchmarking

Requirements

• Bachelor's degree in Economics, Finance, Banking, Business Administration, Insurance
• 10 years+ of experience in insurance / banking industry specifically in Strategy, Business Performance management, Planning & Analysis.
• Sharp strategic mindset with holistic view
• Good at influencing, communicating and presentation skills in both Vietnamese & English
• Experienced in data processing & analytics tools: SQL, Excel, Access, Power BI…

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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