You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Reporting to AVP, Bancassurance Project Head, this position is responsible for providing thorough data analytics based on reporting including – not limited to sales performance, leads management, and activity management.

Preferred skills

• Proficiency in Excel from intermediate to advanced level

• Familiar with SQL usage and any data analytics tools would be advantage

• Leads management and leads generation knowledge both in technical

• Power point ability to make concise presentation

• Proficient in providing the update through attractive slide and well delivery to management team

• Mass market bancassurance/partnership model

• Bancassurance business models

• Customer-first mindset

• Experience in designing and delivering initiatives related to Data Enablement, sales and/or leads dashboard, leads management system

• In-depth critical thinking and problem solving, able to see in helicopter view based on data analytics

Qualifications

• S1 graduate

• Min 1 year of in-depth bancassurance experience, focusing on distribution

• Min 2 year of leads management, mid data analytics, and dashboard reporting management

• Proficiency in Excel intermediate to advanced level

• Familiarity with SQL or any reporting tools would be advantage

• Ex-start up or insurance industry

• Mid project management skills, with experience in data enablement, and dashboard development, would be advantages

• Astute stakeholder management, both internally within the organization and across with business partners

Responsibilities (heading)

• Cross selling initiative (mapping leads, distribution leads to bank partner HO, distribution leads to internal sales team, responsible to tracking activities, report monitoring, responsible if any issues related to this campaign)

• Providing deep dive analytics on how business in currently running and provide recommendation for sales metrics based on data provided by internal and external reporting team.

• Managing and driving any reporting and data enablement solutions internally and with CIMB Niaga including any platform/system development needed from IT perspective.  

• Act as main SPOC for sales team in providing performance-related reports and analytics.

• IT related: esp. on data and reporting enablement project

Responsible for Banca ad-hoc report and BAU report related to business quality

• Building new report related to leads management

• Upgrade BAU report related to sales such as flash report, sales report, any BAU report with new structure/ template

• Analytic and report related to Bancassurance

Assist Supervisor in responsible related to Bancassurance ad-hoc data reporting generation

• Project leader for execution of any RR event related to bank partner data management project

• Project leader for execution of any RR event related to internal SLFI data analytics (i.e. BAA, Semester Award, NSM, Annual Award, etc)

Job Category:

Sales - Distribution Support

Posting End Date:

30/01/2026