Job Purpose
- Directly manage Techcombank's Premium Customer portfolio
- Conduct personal financial advisory activities on the customer portfolio to develop value and achieve business targets
- Manage relationships and build, develop relationships with customers
Key Accountabilities (1)
- Manage and care for a portfolio of 150 - 180 Premium Customers (or higher) assigned periodically and evaluate portfolio effectiveness
- Build customer network, expand relationships from existing customer base to exploit and seek potential customers
- Exploit information, analyze and evaluate products/services customers are using to comprehensively understand customer financial needs
- Advise products for Premium Customer segment including: savings, credit, investment, life insurance, credit cards,…
- Exploit new customer files
- Continuously update customers on new features, new benefits of products/services customers are using, policies, regulations affecting customer assets and market changes, trends
- Record and respond to customer feedback on products/services and propose solutions to improve service quality standards for premium customers (Will be trained on products and bank regulations before starting work)
Key Accountabilities (2)
- Bachelor's degree in Finance, Business, Economics, or other related fields
- At least 2 years of experience in finance and banking, direct sales advisory specialist at a Bank. Priority given to candidates with 2 years of product/service advisory experience for the premium customer segment,...
- Have experience managing customer portfolio. Understand behavior and have ability to analyze Premium Customer needs
- Understand products for Premium Customers including: savings, credit, investment, insurance, cards... and have ability to advise comprehensive financial solution packages for customers
- Ability to learn and grasp quickly, withstand high work pressure, desire to work long-term and develop at TCB
Key Accountabilities (3)
- Basic minimum income (excluding incentive) from 2 million VND/month + attractive quarterly business bonuses based on work effectiveness
- Provided with VVIP Customer file to care for
- Sign labor contract at Techcombank (Entitled to 13th month salary and other benefits such as: Preferential loan program, Health insurance, annual leave ...)
- Opportunity for promotion to higher positions (Premium Banking Service Director; Branch Director) within 24 – 36 months.
