Senior Manager, Insurance Advisory

15 Jan 2025

**Senior Manager, Insurance Advisory (40001471)**:

- Category: Retail Banking Group
- Job Type:

- Facility: Retail Banking

**Job Purpose**:
'The person in charge of the position is responsible for the operational management and effective management of the retail banking - Insurance segment to achieve the target of the unit in accordance with the Bank's business strategy, in accordance with Techcombank's processes and regulations.

**Key Accountabilities (1)**:

- 1. Business Administration:

- Develop, implement and supervise business plans/activities in retail banking - Insurance segment according to the operation orientation of RBG Division and Techcombank from time to time.
- Receive and assign targets, coordinate, mentor, supervise and evaluate the implementation of targets of groups of employees in the field.
- Evaluate and measure the effectiveness of business/service activities in the segment.
- Ensure the business rhythm is continuous/regular and in accordance with the direction/strategy.
- Actively coordinate with related parties to promptly handle problems arising in the process of business operation and customer service.
- Ensure that the department always implements the assigned KPIs
- Monitor the development of the retail market and the moves of competitors in the region and promptly contribute action ideas to the Unit Director
- Collaborate with relevant departments to conduct training, introduce products, and contribute ideas to RBG's sales campaigns
- Develop and manage relationships with customers and other partners.
- Take responsibility for errors/violations in operations that seriously affect revenue/expenses and reputation of the unit and the bank.
- Be responsible for other assigned tasks within the scope of their functions and powers
- Be proactive in responding to business divisions and departments at the head office to develop and improve Techcombank's processes, policies and products upon request.

**Key Accountabilities (2)**:

- PEOPLE MANAGEMENT
- Attract, onboard and retain the right talents for a high
- performing team
- Communicate team and individual KRAs/ KPIs, goals, action plan, expectations and results to team members
- Manage team performance & provide feedback regularly (following the annual performance management cycle);
- Enable team member’s professional and personal development through capability assessment, training, coaching & feedback, etc.
- Motivate and recognize team members’ contributions towards the team’s shared goals
- Responsible for developing talents within the team
- Act as a role model and promote corporate culture at sub
- function level
- Understand & communicate relevant HR offerings to team members.

**Key Accountabilities (3)**:

- 3. Service quality management
- Training / Coaching / Supervising staff at the unit to strictly comply with the provisions of the Bank's service quality standards
- Planning weekly, direct contact and interview with customers to receive ideas and build/consolidate service quality at the unit.
- Check, supervise and support employees to handle problems arising in the process of providing products and services to bring the best experience to customers.
- Regularly check and monitor the service quality of the array
- Proposing ideas & participating in process/product/service improvement, policy/strategy planning related to Individual Customer segment

4. Compliance Management
- Ensure department operations comply with laws, internal policies, regulations, procedures, guidelines, etc. and service quality commitments (SLAs).
- Controlling operational risk and credit risk of the center to ensure the interests of customers and the bank.

5. Perform other tasks as requested by management**Key Relationships - Direct Manager**:
Senior Manager, Insurance Advisory

**Key Relationships - Direct Reports**:
Officer/Senior Officer, Insurance Advisory

**Key Relationships - Internal Stakeholders**:
Teams inside and outside RBG

**Key Relationships - External Stakeholders**:
Customers

**Success Profile - Qualification and Experiences**:

- Domain Expertise
- At least 5 years of experience in the banking sector, of which at least 4 years in a team leader or equivalent management position.
- Experience in using financial and banking software

**Qualifications**:

- Graduated from University or higher, preferably with a university degree / Major: Finance and banking; Foreign Trade; Economics or related field.
- English proficiency: TOEIC certificate or equivalent according to bank's requirement