AM - Customer Portofolio Management (Sharia)

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Key Responsibilities:

• Gain deep insights into each customer’s setup, preferences, and needs.
• Regularly assess customer accounts to identify upsell and cross-sell opportunities.
• Use data-driven insights to spot patterns indicating potential benefit from higher plans or additional features.
• Analyze customer goals, usage patterns, and product setup.
• Create personalized offers aligned with their objectives (e.g., upgrades or relevant features).
• Present well-informed offers that consider customers’ goals and recent interactions.
• Minimize churn risks by enhancing upsell or cross-sell chances.
• Work closely with the Customer Retention, Customer Insight, and Customer Care teams.
• Monitoring & Reporting of the customer campaign.

Qualifications:

• Minimum of Bachelor’s degree or equivalent experience.
• Minimum 3 years previous of experience in customer management, preferably in the insurance or financial industry,
• Strong analytical skills and attention to detail.
• Excellent communication and organizational abilities.
• Ability to supervise and liaise with cross-functional teams.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.