Việc làm Dai - ichi Life Việt Nam - Fund Management
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Dai - ichi Life Việt Nam - Fund Management
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Senior Officer, Priority Relationship Management - Gold (40000966)
Dai - ichi Life Việt Nam - Fund Management
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Thông tin cơ bản
Mức lương:
Thỏa thuận
Chức vụ:
Nhân viên
Ngày đăng tuyển:
10/12/2024
Hạn nộp hồ sơ:
17/01/2025
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
Dai - ichi Life Việt Nam - Fund Management
Xem trang công ty
Quy mô:
100 - 200 nhân viên
Địa điểm:
Tầng 11, 149-151 Nguyễn Văn Trỗi, P.11, Q.Phú Nhuận
Công ty TNHH Một Thành viên Quản lý Quỹ Dai-ichi Life Việt Nam ("DFVN") được thành lập và hoạt động từ tháng 02 năm 2014, tiền thân là Phòng Đầu tư Công ty TNHH Bảo hiễm Nhân thọ Dai-ichi Việt Nam, một trong những công ty Bảo hiểm Nhân thọ có vốn nước ngoài đầu tiên được thành lập tại Việt Nam.
Với sứ mệnh được đặt ra, DFVN cùng với các tổ chức thành viên của Tập đoàn Dai-ichi Life mang đến cho các khách hàng Việt Nam các giải pháp tài chính toàn diện bằng cách đưa ra thị trường các sản phẩm quỹ đầu tư và dịch vụ quản lý tài sản chuyên nghiệp, chất lượng, mang lại giá trị bền vững dài hạn và lợi nhuận đầu tư tối ưu. Trên cơ sở đó, DFVN đặt mục tiêu trở thành Công ty Quản lý Quỹ uy tín, được Nhà đầu tư tín nhiệm lựa chọn và được xếp hạng trong số các Công ty có hiệu quả đầu tư tốt nhất tại Việt Nam.
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