Dai - ichi Life Việt Nam - Fund Management

Job Purpose
Involve in sales planning and performance management activities in CIBG through :

• Omni channel management
• Customer experience và Service excellence
• Business campaign for area
• Internal communication
• Sales planning và lead allocation
• Resource Planning and Capacity management for Frontline
• Sale target, KPI setting (HO và Frontline)
• Sales Performance và Productivity
• Cost Management
  
  

Key Accountabilities (1)
Support And Co-ordinate:

• Omni channel management
  
  

Prepare and provide business administration reports for units

• Customer experience và Service excellence
  
  

Measure, analyze, and report on service quality and customer experience

Develop KPI of service quality for units

• Business campaign for area
  
  

Analyze and evaluate program effectiveness

• Internal communication
  
  

Contact point to discuss CIBG strategies and plans with other departments within CIBG and with other divisions

The focal point to collaborate with CA on external communication, investor relation, etc.

• Sales planning và lead allocation
  
  

Business plan allocation, manage ACP process implementation

• Analyze, measure, report business activities, manage conversions on the sales funnel, list of potential customers
• Develop methodology, orientation, methods, criteria for business planning and allocation of targets
• Allocate and implement activities to ensure right RM - right customer, right frontline – right role
  
  

Key Accountabilities (2)
Support And Co-ordinate:

• Resource Planning and Capacity management for Frontline
• Develop a resource plan for sales force
• Monitor and track the resource status of CIBG sales force
• Track and report productivity
• Develop compensation model
• Sale target, KPI setting (HO và Frontline)
  
  

Develop KRAs for CIBG HO and salesforce

• Sales Performance và Productivity
• Develop methodology và criteria to assess performance, productivity and efficiency of sales force.
• Monitor, track và analyze and business performance, efficiency and productivity, identify and recommend improvement
• Monitor, analyze and report the results of
• Cost Management
• Develop standard cost
• Monitor, manage cost of CIBG to ensure cost is within budget and optimized
• Contact point to develop cost budget and operational expenses
• Control cost proposal and participate in Cost Council for CIBG
• Support to Director to train, to build future team members and implementation specific duties and other duties as assigned
  
  

Key Accountabilities (3)

Key Relationships - Direct Manager
Director, Sales planning, Performance and Capacity Management; Senior Manager/ Manager, Sales Planning and Capacity Management

Key Relationships - Direct Reports
Not applicable

Key Relationships - Internal Stakeholders
Other units in CIBG, other units in TCB ( RBG, CSA, TO, DO…)

Key Relationships - External Stakeholders
Customers, organizations, business associations, state agencies (GSO, tax authorities ...)

Success Profile - Qualification and Experiences

• Bachelor's degree in Economics / Finance / Banking / Marketing / Business Administration
• Priority to have a master's degree or higher
  
  

'- Minimum 5 years in the position related to financial analysis / credit / market research, marketing of finance and banking

• Prioritize work experience related to corporate customers
• Mimimum TOEIC 550 or equivalent