Portfolio Management

2 weeks ago


Jeddah, Makkah Province, Saudi Arabia Bupa Arabia Full time
Ensure proper distribution for all new accounts and manage any system errors.

  • 100% allocation for existing accounts with RM.
  • Review the active book monthly and reduce the chance of floating accounts.
  • Distribute accounts as necessary ( resignation, maternity, capacity restructure ).
  • Work with TQM to validate all reports
  • Build effective report that is managing and monitoring Credit control and collection team transactions with SME.
  • Build effective report which manages all brokers' performance/interaction with SME across all regions
  • Managing broker's unit book for all regions in order to ensure proper distribution.
  • Build periodic timely reports to SME team about the market updates and changes
  • Regularly to SAMA and CCHI online and stay up to date about market trends and updates.
  • Screen competitor's websites to compare internally and identify gaps

Skills:

  • Good knowledge of MS Excel.
  • Data Extraction & Market Analysis.
  • Ability to build relationships internally.
  • Awareness of regulatory policies

Education:

Management Information System or any equivalent field.
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