Portfolio Management - #28861

Bupa Arabia

Date: 3 weeks ago
City: Jeddah
Contract type: Full time

Job Description

  • 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


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


Management Information System or any equivalent field.

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