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Cập nhật 23/01/2025 08:57
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Senior Officer, Priority Relationship Management - Gold (40000966)
Thông tin cơ bản
Mức lương:
Thỏa thuận
Chức vụ:
Nhân viên
Ngày đăng tuyển:
03/12/2024
Hạn nộp hồ sơ:
02/01/2025
Hình thức:
FULL_TIME
Kinh nghiệm:
5 - 6 năm
Số lượng:
1
Giới tính:
Không yêu cầu
Nghề nghiệp
Ngành
Job Purpose
Qualifications
- The job holder is responsible for managing directly the Priority customer portfolio assigned to PRM Gold in Priority Banking Center from time to time, providing customers with Priority products and services
- The job holder is responsible for providing financial solutions on the customer portfolio to develop value và implement business targets.
- The job holder is responsible for managing , building and developing relationships with customers
- CUSTOMERS: PROVIDE FINANCIAL SOLUTIONS THAT FITS CUSTOMERS' NEEDS
- Find information, analysis và assessment of customer needs to understand customers' comprehensive financial goals based on individual customer knowledge, segment và sub-segment knowledge and category knowledge
- Analyze the products or services that customers are using, the financial indicators of customers to evaluate the financial health of customers.
- Taking care of transactions, consulting solutions, proposing products and services for priority customers in accordance with the goals and financial needs and lifestyle of customers
- Manage and take care of the priority customer list assigned periodically và effectively evaluate the customer portfolio.
- Build customer network, expanding relationships from the existing customer portfolio to exploit and find potential customers.
- SERVICES: PROVIDE PRIORITY BANKING SERVICES WITH EXCELLENT CUSTOMER EXPERIENCE
- Directly receive và execute customer transaction requests, cooperate with relevant departments, process according to SLA to bring the best service experience to customers.
- Continuously update customers with new features, new benefits of products and services that customers are using, policies and regulations that affect customer assets and market changing or trends
- Provide total service solutions for customers to meet the maximum needs of customers' transactions, savings, credit, investment, insurance.
- Record và respond to customers' opinions on products and services and propose solutions to improve service quality standards for priority customers
- SYSTEM: OPERATIONAL COMPLIANCE và RISK MANAGEMENT
- Identify customer information (Amlock, KYC, SA ...) as well as warning signs before, during and after customer transactions, ensuring compliance with Techcombank's procedures and regulations and the law
- Perform in accordance with policies, regulations, processes, internal instructions and SLAs
- Fully complying with service quality standards and other Bank regulations from time to time
- Managing Credit risk, operational risk on customer portfolio
- Coordinate with departments / units in branches and internal Techcombank to quickly and thoroughly execute transactions and customer requests.
- HUMAN RESOURCES: HUMAN DEVELOPMENT AND ORGANIZATIONAL CULTURE
- Managing the implementation of a personal development plan (PDP) to improve work efficiency and support to personal development.
- Complying with training programs required by TCB.
- Contribution to activities to build and develop organizational culture.
- Being ready to sharing information with others and having willingness mind to accept change
- Owning and taking responsibility at work through clear orientation towards outstanding results
- Building a cohesive culture that encourages colleagues to achieve success
- Fully aware of Techcombank's organizational culture and perform tasks in the spirit of 5 core values, TCB's behavioral standards, and Techcomer's DNA.
- EFFECTIVE MANAGEMENT: PLAN MANAGEMENT và BUSINESS RESULTS
- Developing business plan và customer development, doing up/cross sale of products based on assigned customer portfolio to optimize customer benefits and achieve assigned business targets.
- Other related tasks as assigned by management.
Qualifications
- Graduated from a regular university with good or excellent grades. Priority training majors: economics, finance, banking, foreign trade, business administration. Priority is given to international students with equivalent training majors at prestigious overseas universities or candidates with CFA, CPA, and ACCA certificates.
- English proficiency: TOEIC certificate or equivalent according to bank's requirement
- At least 05 years of experience in credit, business, direct sales in the field of finance and banking. Preference will be given to candidates in similar positions at other banks
- Experienced in managing customer portfolios. Understanding the behavior and needs of Priority Customers. Knowledge of credit operations, products for priority customers including: transaction, savings, credit, investment, insurance, card... and have the ability to advise on a total financial solution package for customers
Khu vực

Adecco Việt Nam
Xem trang công ty
Quy mô:
500 - 1.000 nhân viên
Địa điểm:
Tầng 14, Toà nhà E.town Central, Số 11 Đoàn Văn Bơ, Phường 13, Quận 4, Thành phố Hồ Chí Minh, Việt Nam
Adecco Việt Nam - thành viên của Tập đoàn Adecco toàn cầu - là nhà cung cấp dịch vụ Tính lương, Tuyển dụng & Thuê ngoài nhân sự hàng đầu tại Việt Nam. Chúng tôi có thể đáp ứng mọi nhu cầu về Nhân sự của bạn. Với hơn 60 năm hoạt động, Tập đoàn Adecco hiện có hơn 30.000 nhân viên nhiệt huyết tại hơn 5.000 chi nhánh trên 60 quốc gia và vùng lãnh thổ trên toàn thế giới.
Review Adecco Việt Nam
2.7
10 review
05/07/2023
★
★
★
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Nhân viên
tại Hồ Chí Minh
Lương thấp, trainning tệ phải tự bơi, tăng lương ít và không có phúc lợi ở công ty (CTT)
28/10/2024
★
★
★
★
★
Nhân viên
tại Hồ Chí Minh
Công ty lớn gì mà không có kế hoạch, hệ thống gì cả, làm việc và giao việc cực kỳ mơ hồ, KPI được lên theo cảm hứng
12/10/2024
★
★
★
★
★
Nhân Viên Dịch Vụ Khách Hàng
tại Hồ Chí Minh
Công ty không đáng cậy (RV)
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