Senior Officer, Priority Relationship Management

1 week ago


Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time
20 Feb 2024
Senior Officer, Priority Relationship Management - Gold :

  • Category: Retail Banking Group
  • Job Type:
  • Facility: Retail Banking
    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 subsegment 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

  • English proficiency: TOEIC certificate or equivalent according to bank's requirement
Domain Expertise

  • 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

  • Ho Chi Minh City, Ho Chi Minh, Vietnam Citi Full time

    Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities: Actively calls on clients to deepen relationships and...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time

    1 Apr 2024Senior Relationship Manager :Category: Corporate & Institutional Banking GroupJob Type: Facility: Business BankingJob Purpose: Establish, manage, take care, maintain and develop relationships with customers in assigned porfolio in order to understand customers, identify opportunities and risks of customers and theirs value chains Proposing to...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam NavigosSearch Full time

    What We Can Offer:Navigos Search's Client is a banking subsidiary of a Global Financial Group of Japan - one of the world's largest financial service providers. With two branches in Hanoi and Ho Chi Minh City, it is capable to support both local and multinational clients.MAIN DUTIES & RESPONSIBILITIES: Develops and expands networks with internal/external...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Deutsche Bank Full time

    Position DescriptionVietnam Branch Operations is looking for a Payment Processing Senior Officer.The Payments Processing Senior Officer is responsible for the accurate and timely processing of all types of payments domestically or overseas. This includes the processing of time-critical, complex transactions on behalf of the Bank's internal and external...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Citi Full time

    Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time

    22 Mar 2024Senior Officer, Debt Management :Category: Secured Collection (South)Job Type: Facility: Debt CollectionJob Purpose:Implement and complete 100% of the assigned plan in each period.Perform debt settlement operations in compliance with TCB and TCB AMC's processes, regulations and professional guidelines and ensure maximum benefits for TCB.Key...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time

    1 Jun 2024Senior Officer, Debt Management :Category: Secured Collection (South)Job Type: Facility: Retail BankingJob Purpose:Implement and complete 100% of the assigned plan in each period.Perform debt settlement operations in compliance with TCB and TCB AMC's processes, regulations and professional guidelines and ensure maximum benefits for TCB.Key...

  • Office Manager

    1 week ago


    Ho Chi Minh City, Ho Chi Minh, Vietnam Talentnet Full time

    $3,500 - $3,700 Luxury GoodsRESPONSIBILITIES: Manage the PGS functions (HR, Finance and Service Management) to ensure that they are under proper control and in compliance with both the Company and local/national government policies and standards Supervise daily administrative operations and logistic including establishing work priorities, assists in...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Aloha Consulting Group Full time

    ACG_1753_JOBOur client is one of the leading banks in Vietnam, who is looking for a talent to join their firm:1. Provide Financial Solutions Suitable For Customers' Needs- Exploit information, analyze and evaluate customer needs to understand customers comprehensive financial goals based on segments, sub-segment and categories. Analyze products/services...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time

    1 Aug 2023Senior Expert, Customer Relationship Management - USME :Category: Business Banking DivisionJob Type: Facility: Business BankingJob Purpose: The job holder establishes, develops, and manages relationships with new and existing USME customers; Responsible for consulting on products and services, customer care, monitoring customer status in the...

  • Senior Officer

    1 week ago


    Ho Chi Minh City, Ho Chi Minh, Vietnam Mekong Capital Full time

    1.Why choose us:If you are passionate about creating a world where everyones personal purposes are fulfilled, this role might be for you.At Mekong, we're on the lookout for a self-driven Senior Officer who can take charge of our employee engagement. Your work will be crucial in helping our employees excel, stay with us, and align their goals with Mekong's...

  • Senior Officer

    1 week ago


    Ho Chi Minh City, Ho Chi Minh, Vietnam Mekong Capital Full time

    The Why: If you are passionate about creating a world where everyone's personal purposes are fulfilled, this role might be for you. At Mekong, we're on the lookout for a selfdriven Senior Officer who can take charge of our employee engagement. Your work will be crucial in helping our employees excel, stay with us, and align their goals with Mekong's vision.-...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Bảo Hiểm Nhân Thọ Phú Hưng Full time

    ĐỊA ĐIỂM: Hồ Chí Minh Nội dung công việcMô tả công việcPrimary focus of this role is to manage and provide proactive operational and administration in the GA Department to support to the GA Head. This role will work closely with departments and some management team to provide ad hoc support, and undertaking projects to assist teams in...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam AIP Foundation Full time

    VACANCY ANNOUNCEMENT:HR AND ADMINISTRATION SENIOR OFFICERAIP FOUNDATIONWHO WE ARE 50 passionate humans making the world a better place An inclusive and womenled nonprofit A blend of local and international employees implementing programs in Vietnam, Cambodia, and Thailand.HR & ADMINISTRATION SENIOR OFFICERDuty station: Ho Chi Minh City, VietnamStatus:...

  • Senior HR Officer

    4 weeks ago


    Ho Chi Minh City, Ho Chi Minh, Vietnam Deloitte SEA Full time

    Are you prepared to unlock your potential?At Deloitte, our mission is to have a significant impact on our clients, our employees, and the communities we serve.We believe in being a positive force, and WorldImpact is our set of initiatives aimed at addressing society's major challenges and shaping a better tomorrow. We aim to guide clients on achieving growth...

  • Senior HR Officer

    1 month ago


    Ho Chi Minh City, Ho Chi Minh, Vietnam Deloitte SEA Full time

    Are you prepared to unlock your potential?At Deloitte, our mission is to have a significant impact on our clients, our employees, and the communities we serve.We believe in being a positive force, and WorldImpact is our set of initiatives aimed at addressing society's major challenges and shaping a better tomorrow. We aim to guide clients on achieving growth...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam AIP Foundation Full time

    VACANCY ANNOUNCEMENT:SENIOR FINANCE MANAGERAIP FOUNDATIONAIP Foundation is a non-profit organization dedicated to saving lives on the roads and increasing access to safe, equitable, and sustainable mobility for all. We envision a world with zero road injuries and fatalities. Beyond empowering underserved road user communities, AIP Foundation tackles...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam OPSWAT Software Vietnam Full time

    OPSWAT Software Vietnam 436 Nguyen Thi Minh Khai street, District 3, Ho Chi Minh At office Posted 8 days ago Skills:C++LinuxEnglishTop 3 reasons to join us: Product company with global reputation in security Competitive compensation package & salary reviews Full social insurance & extra healthcare programJob description:The PositionWe are currently seeking a...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time

    13-Apr-2023Senior Officer, HR Business Partner :Category: Human Resources Management DivisionJob Type: Facility: Human ResourceJob Purpose: The job holder responsible for act as the focal point to build and maintain an effective interaction relationship between the Human Resources Management Division and the business unit(s), ensuring that the business...


  • Ho Chi Minh City, Ho Chi Minh, Vietnam Techcombank Full time

    28 May 2024Senior Officer, Corporate and Commercial Credit Risk Appraisal :Category: Risk Management DivisionJob Type: Facility: Risk ManagementJob Purpose:Implement credit appraisal; Participating in building credit products/solutions for customers belongs to Wholesales banking' MM/SME segment; Ensuring that credit apprasal' performance is quick and smooth...