Position Title : Supervisor, Account Management
Department : Distribution Shared Services
Reporting to : Deputy General Manager, Distribution Shared Services
JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES
A. Partner Relationship Management
- Act as the primary contact point between Daiichi Life and assigned bank partners.
- Develop and maintain strong relationships with bank management and key stakeholders.
- Conduct regular business review meetings with partner management.
- Identify partner needs, opportunities, and business challenges and propose solutions.
- Ensure timely resolution of escalated partner issues
B. Sales Performance & Business Growth
- Own the overall sales performance of assigned partner accounts.
- Develop annual business plans, sales strategies, and growth initiatives.
- Monitor sales KPIs and productivity performance.
- Lead monthly performance reviews and action planning.
- Drive branch activation, customer acquisition, and cross-selling activities.
- Ensure achievement of FYP, AFYP, case count, productivity, and persistency targets.
C. Strategic Planning & Campaign Management
- Plan and execute joint sales campaigns with partner banks.
- Collaborating with Product, Marketing, Operations, and Digital teams to deliver initiatives.
- Analyze campaign effectiveness and recommend improvements.
- Identify opportunities to grow insurance penetration within the partner's customer base.
- Support development of partner-specific sales strategies.
D. Business Analytics & Reporting
- Analyze sales trends, branch performance, conversion ratios, and customer data.
- Prepare monthly business review presentations.
- Monitor forecasts and pipeline performance.
- Recommend corrective actions to improve business results.
- Maintain accurate performance reporting.
JOB REQUIREMENTS
- Bachelor’s degree in business, Finance, Banking, Marketing, or related field.
- 3+ years in Banking, Insurance, or Bancassurance.
- Strong skills in relationship management, sales management, negotiation, and business planning.
- Proactive, analytical, and solution-oriented mindset.
- High level of professionalism and accountability.
