Job Description

  • Analyse customer data, product holdings and behavioural patterns to identify customer needs, protection gaps and portfolio growth opportunities.

  • Develop customer segmentation strategies and identify high-potential customer groups for targeted engagement.

  • Drive cross-selling and upselling strategies through relevant product propositions and next-best-offer initiatives.

  • Plan and manage the campaign pipeline, assessing opportunities based on revenue potential, conversion and ROI.

  • Oversee end-to-end campaign execution, working closely with Product, Data, Distribution, Marketing, Underwriting and other internal stakeholders.

  • Identify key customer life-stage triggers and develop relevant engagement strategies and propositions.

  • Monitor campaign performance and recommend improvements to maximise portfolio value.


Job Requirements

  • Bachelor's degree in Marketing, Business, Finance, Economics or a related field.

  • Approximately 8 years of relevant experience in insurance, banking, financial services, CRM, customer portfolio management, bancassurance or campaign strategy.

  • Experience in customer segmentation, portfolio analytics, cross-selling, upselling or campaign management.

  • Good understanding of insurance products, customer lifecycle and distribution channels.

  • Strong analytical, commercial, project management and stakeholder management skills.

  • Proficient in Excel and PowerPoint; Power BI or CRM experience is an advantage.

About the Company

Our client is a leading life insurance and financial services provider in Malaysia, offering a range of life and health protection, savings and wealth solutions to individuals and businesses. With a strong focus on customer-centric innovation and financial well-being, the organisation continues to strengthen its distribution capabilities and deliver relevant protection solutions to its growing customer base.