CVCC Quản lý danh mục - Phân khúc Affluent - HN - TA050

Market Research, Customer Profiling, and Analysis

Contribute to building and developing the Affluent segment positioning and competitive advantage against other banks in the market.
Develop diverse and differentiated product packages and policies tailored to the Affluent segment.
Conduct market research, studies, and analysis to create customer profiles for the Affluent segment.

Affluent Customer Identification Regulations/Procedures Management

Develop and implement policies and procedures to enhance the identification and onboarding of Affluent customers.
Manage regulations and procedures related to the identification of Affluent customers.
Ensure compliance with all applicable regulations and procedures.

Affluent Customer Acquisition and Retention

Collaborate with relevant departments to propose, develop, and implement programs and initiatives to attract new Affluent customers, strengthen customer relationships, and retain existing customers.
Collaborate with relevant units to develop a model for identifying potential Affluent customers, at- risk customers, win- back opportunities, cross- selling opportunities, and implement action plans to convert these opportunities into sales.
Partner with the business development department to implement partnership programs, collaborate with partners, and design programs tailored to each partner to acquire high- quality new Affluent customers.
Propose additional partner benefits for Affluent customers to enhance the bank&039;s positioning and strengthen customer loyalty.

Business Relationship Development (BRD) and Customer Experience Enhancement

Develop, launch, and collaborate with the sales promotion department to implement related programs to increase the effectiveness of support for business units.
Develop BRDs and systems to digitize the customer experience journey, enhance customer experience at touchpoints, encourage customers to increase their balances, increase product holding, TOI, total assets (AUM), and automate operational processes.

Affluent Customer Portfolio Management and Reporting

Provide timely recommendations to senior management and relevant units on appropriate action plans in accordance with the direction for each period.
Monitor, report, and analyze the management of the entire Affluent customer portfolio.

Other Responsibilities

Perform other tasks as directed by the Leadership of the AF- MAF Segment and Investment Products Center; the Management Board of the Retail Customer Segment; and other authorized managers in each period.

Professional Qualifications:

Experience in implementing programs to attract new affluent customers or retain existing customers.
Minimum of 5 years of working experience in Retail Banking, minimum of 2 years of working experience in related fields
Professional, confident, able to work under pressure
Have in- depth expertise in data analysis, building management reporting systems to track activity metrics related to customers
Priority for candidates with good English
Understand the technology platform, system, experience in building and developing some BRDs related to the banking sector
Understand Affluent customer service and positioning
Have knowledge and research on competitors in the market
Bachelor&039;s degree or higher in economics majors: finance and banking, accounting, auditing, finance, marketing, economics, business administration, etc.;

Skills:

Negotiation and persuasion skills
Data analysis skills
Change management skills
Analysis and problem- solving skills
Communication skills
Presentation skills
Time management skills

Chế độ bảo hiểm, Du Lịch, Chế độ thưởng, Chăm sóc sức khỏe, Đào tạo, Tăng lương

Cập nhật gần nhất lúc: 2024-09-18 19:00:03