Senior Officer, Priority Relationship Management

3 weeks ago


Hà Nội, Vietnam Techcombank Full time

30 Oct 2024**Senior Officer, Priority Relationship Management - Gold (40000966)**:

- 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)**:

- 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)**:

- 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

3. 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)**:

- 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 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.

5. 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.

6. Other related tasks as assigned by management.

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

**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



  • Hà Nội, Vietnam Techcombank Full time

    31 Aug 2024**Senior Officer, Priority Relationship Management - Gold (40000966)**: - 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...


  • Hà Nội, Vietnam Techcombank Full time

    15 Oct 2024**Senior Officer, Priority Relationship Management - Gold (40000966)**: - 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...


  • Hà Nội, Vietnam Techcombank Full time

    15 Nov 2024**Senior Officer, Priority Relationship Management - Gold (40000966)**: - 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...


  • Hà Nội, Vietnam Techcombank Full time

    4 Sep 2024**Senior Officer, Customer Relationship Management (40000960)**: - Category: Corporate & Institutional Banking Group- Job Type: - Facility: Corporate Banking**Job Purpose**: - The job holder: - Support the Corporate Banking Manager (SRM) and the Corporate Banking Specialist (RM) in providing products and services to customers in accordance with...


  • Hà Nội, Vietnam Techcombank Full time

    3 Oct 2024**Senior Officer, Business Performance Management (40000942)**: - Category: Corporate & Institutional Banking Group- Job Type: - Facility: Corporate Banking**Job Purpose**: The job holder is Responsible for interact, coordinate with other Divisions, regions and other relevant parties in analyzing, providing data, monitoring business performance of...


  • Hà Nội, Vietnam Standard Chartered Full time

    **RESPONSIBILITIES** **Strategy** - Generation of new business for Priority products & services connected with products like Payroll / Personal Loan / Mortgage / Bancassurance. - Achieve allocated business targets - Participate actively in branch sales planning to generate action plans for meeting targets. - Regular monitoring of sales - Be multi-skilled to...


  • Hà Nội, Vietnam Diebold Nixdorf Full time

    Senior Account Manager Develops and executes sales plans / strategies to effectively bring DN products and services to market. Drives revenue generation and identifies and closes new opportunities within current customer accounts. Facilitates and leads customer negotiations to achieve mutually beneficial results. Utilizes knowledge of DN offerings and...


  • Hà Nội, Vietnam Techcombank Full time

    18 Oct 2024**Senior Business Analyst - Content Management System (CMS)**: - Category: Digital Office- Job Type: - Facility: Digital**Job Purpose**: - We are seeking a Senior Business Analyst with specialized experience in Adobe Experience Manager (AEM) to join our dynamic team - As a key member of our organization, you will be responsible for bridging the...


  • Hà Nội, Vietnam World Bank Group Full time

    (Senior) Investment Officer **(Senior) Investment Officer** Job #: req29100 Organization: IFC Sector: Investment Grade: GG Term Duration: 3 years 0 months Recruitment Type: International Recruitment **Location**: Hanoi,Viet Nam; Ho Chi Minh City, Vietnam Required Language(s): English Preferred Language(s): Vietnamese Closing Date: 9/19/2024...


  • Hà Nội, Vietnam IFC Systems Corporation Full time

    **(Senior) Investment Officer** **Job #**: - req29100**Organization**: - IFC**Sector**: - Investment**Grade**: - GG**Term Duration**: - 3 years 0 months**Recruitment Type**: - International Recruitment**Location**: - Hanoi,Viet Nam; Ho Chi Minh City, Vietnam**Required Language(s)**: - English**Preferred Language(s)**: - Vietnamese**Closing...

  • Senior Manager, Sales

    3 months ago


    Hà Nội, Vietnam Arrow Electronics, Inc. Full time

    **Position**: Senior Manager, Sales **What You'll Do** - Responsible for leading the delivery of sales results from direct reports. In addition, responsible for an individual account plan with targeted growth goals. Makes recommendations to General Manager/ Sales Director on strategy and customer plans. Through data analysis and past experience make solid...


  • Hà Nội, Vietnam World Bank Group Full time

    **Job #**: - req29100**Organization**: - IFC**Sector**: - Investment**Grade**: - GG**Term Duration**: - 3 years 0 months**Recruitment Type**: - International Recruitment**Location**: - Hanoi,Viet Nam; Ho Chi Minh City, Vietnam**Required Language(s)**: - English**Preferred Language(s)**: - Vietnamese**Closing Date**: - 9/19/2024 (MM/DD/YYYY) at...


  • Hà Nội, Vietnam Techcombank Full time

    4 Nov 2024**Senior Expert, Private Client Relationship Management (40001425)**: - Category: Retail Banking Group- Job Type: - Facility: Retail Banking**Job Purpose**: - The job holder is responsible for managing directly the High Net Worth customer portfolio assigned to Senior Expert, Private Client Relationship Management (Snr Expert, PCRM) in Private...


  • Hà Nội, Vietnam Techcombank Full time

    2 Oct 2024**MM Senior Relationship Managerment Manager (40000893)**: - Category: Corporate & Institutional Banking Group- Job Type: - Facility: Business Banking**Key Accountabilities (1)**: - 1. Customer Insight - Collect / learn the assumptions and sources of potential customers (leads) to understand the characteristics, needs, markets, competitive...


  • Hà Nội, Vietnam Techcombank Full time

    12 Sep 2024**Expert, Customer Value Management - CIBG**: - Category: Corporate & Institutional Banking Group- Job Type: - Facility: Corporate Banking**Job Purpose**: Responsible for providing high-level knowledge and expertise in building and managing the efficiency indicators of the Customer Segment in accordance with strategic objectives; directly support...


  • Hà Nội, Vietnam Standard Chartered Full time

    **Relationship Manager - Medium Enterprise, SME Banking** - As a Standard Chartered Relationship Manager in SME Banking, you’ll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You’ll provide exceptional customer service with the provision of...


  • Hà Nội, Vietnam HSBC Full time

    -Job Advert Details **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Hà Nội, Vietnam Techcombank Full time

    31 Oct 2024**Senior Officer, Finance budgeting and planning (40000321)**: - Category: Finance & Planning Division- Job Type: - Facility: Finance**Job Purpose**: - The job holder responsible for: - Analyze financial performance of each business unit và whole bank to report to CEO, CFO, other HOD and BOD - Set up annual plan and monitor the performance of...


  • Hà Nội, Vietnam Techcombank Full time

    18 Nov 2024**Senior Administrator, Field Debt Collection (40001234)**: - Category: Unsecured Collection- Job Type: - Facility: Retail Banking**Job Purpose**: - Ensure effective debt collection on a balanced basis with the quality of services provided to customers through field collection operations, comply with the Company's regulations/processes, ensure...


  • Hà Nội, Vietnam The Legend Hanoi Hotel Full time

    **Hạn nộp**: 31/12/2024 Mức lương: Thỏa thuận Nộp hồ sơ ứng tuyển THÔNG TIN CƠ BẢN Số lượng 1 Nơi làm việc Quận Hoàn Kiếm - Hà Nội Giờ làm việc Làm theo ca Loại hình Khách sạn/ Khu căn hộ Ngành nghề Tiền sảnh Vị trí Giám đốc, phó giám đốc Bộ phận/ Trưởng phòng/ Tổ...