🎯 JOB OBJECTIVES
- Manage and develop the Priority Customer (VIP/Affluent) portfolio at the Bank.
- Advise and provide personalized financial solutions that suit customers' needs and financial capacity.
- Enhance the priority banking service experience, increase customer engagement and loyalty to the Bank.
📌 JOB DESCRIPTION
1. Manage & develop Priority Customer portfolio
- Effectively manage the assigned Priority Customer (VIP) portfolio; proactively expand and develop new customers according to Priority Banking standards.
- Segment customers by value, needs and financial behavior to determine appropriate care and advisory strategies.
2. Financial solution advisory & customer care
- Analyze data, understand financial needs to propose suitable solutions, including:
- Deposits, investments, insurance
- Personal credit
- Priority banking products and services as regulated in each period
- Directly advise, receive and process transaction requests, accompany customers before, during and after product use.
- Proactively update customers on new products, policies, promotions, and expiring services.
3. Internal coordination & enhance customer experience
- Act as the focal point coordinating with internal units (investment, insurance, credit, operations, etc.) to maximize customer needs fulfillment and handle customer issues.
- Implement customer care through privilege programs, events, and gifts according to bank regulations.
- Collect customer feedback; propose improvements to products, services and processes to enhance the Priority Customer experience quality.
✅ JOB REQUIREMENTS
🎓 Education
- Bachelor's degree in Banking, Finance, Economics, Business Administration or related fields.
💼 Experience
- Minimum 02 years of experience in Customer Relations at banks/financial/investment institutions.
- Experience in VIP Customer / Premium Customer care.
- Preferred candidates who have held PRM / Relationship Manager – Priority Banking / Affluent Banking positions.
🤝 Skills & Qualities
- Financial advisory skills, communication and relationship building with high-value customers.
- Customer portfolio management skills, needs analysis and solution proposal.
- Professional, meticulous manner, high customer service spirit.
- Proactive, responsible and long-term development orientation in priority banking.
