Senior FI Relationship Manager (40000389)
Job Purpose
This role is responsible for:
- Working closely with the FI Relationship Management Director to develop appropriate business strategies that meet the needs of Financial Institution clients.
- Building strong relationships and enhancing Techcombank’s position with Financial Institution clients (both Banks and Non-Banks) by providing tailored and effective financial solutions.
- Collaborating with business units and the CIBG Division to design and improve internal processes, as well as develop new product structures.
- Driving team performance to ensure business objectives are achieved.
Key Accountabilities (1)
- Develop FI customer network according to the bank’s overall strategy.
- Implement financial solutions to ensure portfolio growth, including risk management, to achieve optimal business efficiency.
- Point of contact for customer transactions regarding financial products and solutions.
- Develop and execute short-term and long-term business plans for assigned customer segments, ensuring alignment with the bank’s strategic objectives and driving sustainable growth.
Key Accountabilities (2)
- Point of contact for customer transactions regarding financial products and solutions.
- Contribute to developing market and new product initiatives.
- Increase wallet share with Financial Institution customers (FI/NBFI).
- Collaborate with internal functions to identify and assess customer risk.
- Manage financial performance and profitability for the assigned Financial Institution portfolio.
- Manage customer risk to ensure optimal profit for the bank.
- Contribute to market trend analysis and new product development.
- Ensure effective monitoring and control of debt quality across the entire assigned customer portfolio.
- Update the ACP in cases where customers have changes in business plans that may impact annual exploitation plans.
Key Accountabilities (3)
Capability Development
- Participate in developing training programs to enhance Functional Competencies; organize sessions to share knowledge and career trends in the region and worldwide.
- Develop personal career development plans.
Corporate Culture:
Understand and apply organizational values, culture, and behavioral standards in accordance with banking regulations.
Perform other tasks as assigned by LM
Key Relationships - Direct Manager
Key Relationships - Direct Reports
FI Sales and Distribution Director
Key Relationships - Internal Stakeholders
Functions within the CIBG division and related divisions at TCB (Operations, Information Technology, Risk Management, Compliance, and Legal)
Key Relationships - External Stakeholders
Government agencies (State Bank of Vietnam, Ministry of Finance, Ministry of Justice, etc.); Partners and contractors; Industry enterprises; Customers (Board of Directors and Executive Board); Associations.
Success Profile - Qualification and Experiences
- Bachelor’s degree or above in Finance, Banking, Economics, or equivalent.
- Minimum 12 years of experience in financial services, banking, with expertise in FI/NBFI relationship management.
- Specialized knowledge of payment products, trade finance, financial markets and capital markets.
- English proficiency as per banking standards.