Priority Relationship Management

Job summary

Adecco's client, a well-respected local bank in Ho Chi Minh City is actively seeking talents for position Priority Relationship Manager.

Job Responsibilities

1. CUSTOMERS: PROVIDE FINANCIAL SOLUTIONS THAT FITS CUSTOMERS' NEEDS

- Find information, analysis and assessment of customer needs to understand customers' comprehensive financial goals based on individual customer knowledge, segment and 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 and effectively evaluate the customer portfolio.

- Build customer network, expanding relationships from the existing customer portfolio to exploit and find potential customers.

2. SERVICES: PROVIDE PRIORITY BANKING SERVICES WITH EXCELLENT CUSTOMER EXPERIENCE

- Directly receive and 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 and respond to customers' opinions on products and services and propose solutions to improve service quality standards for priority customers

3. SYSTEM: OPERATIONAL COMPLIANCE and RISK MANAGEMENT

- Identify customer information (Amlock, KYC, SA ...) as well as warning signs before, during and after customer transactions, ensuring compliance with bank'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.

4. 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 bank.

- Contribution to activities to build and develop organizational culture.

- Being ready to be 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 bank's organizational culture and perform tasks in the spirit of 5 core values, bank's behavioral standards, and newomer's DNA.

5. EFFECTIVE MANAGEMENT: PLAN MANAGEMENT and BUSINESS RESULTS

- Developing business plan and customer development, doing up/cross sale of products based on assigned customer portfolio to optimize customer benefits and achieve assigned business targets.

6. Other related tasks as assigned by management.

Experience requirements

- 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 3 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

Education requirements

Please click on the "Apply" button or contact our Consultant, Ms. Trang Vo for more details:

Email: trang.vo@adecco.com

Phone: +84 965 753 629

Contact Person

•   Trang Vo
•  Adecco