Việc làm BASE business solution

Cập nhật 29/10/2024 11:15
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CÔNG TY CỔ PHẦN GIẢI PHÁP KINH DOANH NỀN TẢNG
Senior Officer, Priority Relationship Management - Gold (40000966)
BASE business solution 2.7★
3 đánh giá 34 việc làm 3 lượt xem
Thông tin cơ bản
Mức lương: Thỏa thuận
Chức vụ: Nhân viên
Ngày đăng tuyển: 21/10/2024
Hạn nộp hồ sơ: 20/11/2024
Hình thức: FULL_TIME
Kinh nghiệm: 5 - 6 năm
Số lượng: 1
Giới tính: Không yêu cầu
Nghề nghiệp
Ngành
Job Purpose

  • 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

Key Accountabilities (1)
  • 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.

Key Accountabilities (2)
  • 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.

Key Accountabilities (3)
  • 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.

Key Relationships - Direct Manager
Senior Manager, Priority Banking Center or Manager, Priority Business Management

Key Relationships - Direct Reports
None

Key Relationships - Internal Stakeholders
Priority Banking Center, branch, RBG Division IB, Card Center, PCC, CCA,…

Key Relationships - External Stakeholders
Personal customers

Success Profile - Qualification and Experiences
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

Domain Expertise

  • 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
Báo cáo

CÔNG TY CỔ PHẦN GIẢI PHÁP KINH DOANH NỀN TẢNG
BASE business solution Xem trang công ty
Quy mô:
500 - 1.000 nhân viên
Địa điểm:
12B4, Lầu 12B, Tòa nhà REE tower, 9 Đoàn Văn Bơ, P13, Q4, Ho Chi Minh City, Vietnam

CÔNG TY CỔ PHẦN GIẢI PHÁP KINH DOANH NỀN TẢNG - Bộ giải pháp quản lý khách hàng toàn diện bao gồm ứng dụng CRM, hệ thống quản lý tương tác đa kênh và Call Center cung cấp bức tranh toàn cảnh và nâng trải nghiệm trong toàn bộ hành trình khách hàng để vun đắp một mối quan hệ bền vững và lâu dài.


Review BASE business solution

2.7
3 review

18/09/2024
Category Manager tại Hồ Chí Minh

Lương thấp, ko có OT, văn hóa bình thường

16/02/2023
Quản lý Công nghệ Thông tin (IT Manager) tại Hồ Chí Minh

Công ty chưa bao giờ nợ lương nhân viên. HR thì chăm lo đời sống tinh thần anh em, nhiều hoạt động vui chơi. Du lịch toàn ở Villa Vinpearl. (rv)

11/02/2023
Technical Designer tại Hồ Chí Minh

Về mức lương KPI, con số và chính sách rất rõ ràng. so với đội ngũ các công ty khác thì chuyên nghiệp.(rv)

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