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Responsibility:

• Perform HNWI production daily monitoring, analyze and giving recommendation program to boost sales performance.
• Monitor & assess the effectiveness of Mass Affluent & HNWI initiatives/programs (e.g., number of FA vs product closing, product mix strategy), by proactively liaise with related party also follow up as required.
• Support the superior in term of budget monitoring and provide report operational plans vs expense to ensure the objectives of cost efficiency are achieved or exceeded. 
• Work closely with Customer Experience team in the providing ideation on marketing campaigns, Seller’s contest & Customer Gathering concept based on business needs to improved productivity of Mass Affluent HNWI Dept.
• Liaise with Marketing Team to ensure that all communications to sellers/Customers on contests, campaigns are done prior launch.
• Perform regular tracking to support the campaign effectiveness.
• Support in the developing HNWI Strategic Business Plan by prepare the material including projection calculation, detail implementation, and timeline monitoring. 
• Support in the review process and follow up to related function (Product Development, Sales Academy, Event Management, Brand & Promotion, and customer Experience team) in terms of HNWI product launch & implementation.
• Coordinate with related party (e.g., Sales Strategy Team Product Team, Operations, IT, 2nd Line of defense, Finance and other related Dept) to setup HNWI initiatives.
• Prepare material or documentation as required to support the HNWI Initiatives.
• Liaise with Sales Academy team to review HNWI products training material & delivery.
• Demonstrate AMFS Compliance Values by ensuring no violations against the letters and the spirit of AMFS's policies due to intentional conduct and/or negligence and participation in mandatory compliance trainings and certifications as per company determined programs. As People Manager, monitors own team to ensure the required compliant behavior is upheld. 
• Take responsibility for implementing AMFS Working and AXA Commitment through specific behaviors as set of principles believed to be the moral guide of conduct, act and decision making.

Qualification: 

• Min. Bachelor’s degree from any major.
• Min. 4 years working experience in insurance business or financial institution (private customer is preferable).
• Demonstrate success in handling project initiative.

Knowledge Skill: 

• Analytical thinking.
• Detail oriented.
• Problem solving.
• Communication skill both oral & written.
• Time Management.
• Flexibility and the ability to adapt to a changing work environment.
• Financial planning knowledge.

Send your updated CV and signed AXA Mandiri Privacy Notice to work@axa-mandiri.co.id with subject: Name - Position

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