Simon Pun Email & Phone Number

Hong Kong

• Report to Global Head of Wealth & Insurance Business Services for managing cost & FTE targets in ASP. Functionally responsible for all-in country transformation projects to deliver year-on-year improvement in operation.
• Set up the of global insurance MI dashboard, payment & sanction screening dashboard to monitor the operation performance and risk, and tracking management action plan to close the gaps identified
• Act as the project manager, leading a team of BA and operation SMEs from HK, China and India to identify sustainable savings through automation, waste elimination, outsourcing

• Oversee AXA Asia operation cost efficiency through outsourcing and process optimization in the region
• Offshore Operation Process lead in Asia Pacific for managing 2 key vendors with 500+ staffs servicing 4 entities to ensure service delivery according to business requirements and SLA
• Key responsibilities include vendor selection and commercial discussion, contract preparation, risk, compliance and OCI clearance, operation scope definition, staff hiring and training plan, and system migration plan.
• Act as a offshore project lead for the HSBC GI integration project

• Strategic consulting and business management for regional office
• Provide a cross-functional holistic view to senior managements with proposed strategic initiatives
• Manage the deploy of transformation initiatives
• Develop frameworks for annual business projection
• Deliver quality strategic proposals and presentationsTransformation Business Projects
• Distribution network optimization

• Customer Data Mining
• Manage over 1 million customer database for outbound and cross-sellingSales MI Design and Management
• Build up the sales MI report to demonstrate individual, products and channel sales resultConduct Market Research and Design Market Offer
• Analyze customer experience survey and reallocating promotion resources focusing on price sensitive groups to effectively spend the marketing dollar and maximize sales resultOutbound Sales Channel Development
• Set up an outbound call center for MPF sales which was pioneer in the industry
• Outsource the channel and manage the outsourced channelSales Support

• Personal Insurance Product Development
• Conducted whole life, annuity and investment link product comparison
• Based on product features and IRR of competitors’ product mix, provided suggestion for sales and product enhancementBusiness Optimization for Claims Process
• Shortened the outpatient claims turnaround time from 25 days to 7 days
• Used 6 sigma statistical tools to quantify the findings to eliminate unnecessary tasks, trimmed down idle time and reconstructed workflowCorporate Sustainability – Charity Halloween Parade
• Foundation committee member of the largest annual charity event of the company

B. Ba (1St Class Hons.), Finance And International Business

Activities and Societies: Chairman of International Business Association - 2005-2006 Vice President of Environmental Protection Society.

Education record