Nguyen Thac Thang
Manager, Executive Search & Selection
HR2B Talent Recruitment JSC
Khách hàng của chúng tôi là một ngân hàng nước ngoài lớn tại VN.
Position: Financial Planner Team Leader
Department: Consumer Bank
Salary: ~$1,000 basic salary plus incentives, benefits
Job description:
· Managing the team around 10 people to maximize new business opportunities and ensure the primarily life insurance target achieved.
· Implement all sales activities to existing customers as well as new customers to approach for life insurance and retails banking products
In charge of attracting new talents and providing necessary training for team members.Motivating and developing the team to achieve agreed sales targets.
MAJOR RESPONSIBILITIES:
· Responsible for whole team sales performance, and make sure the team target achieved, but not limit to personal sales.
· Monitoring the team performance in sales and customer service quality.
· Proactively doing Join Field Work to support team members to close sales and doing prospecting to acquire new business opportunities for team.
· Proactively implementing sales activities such as group sales, cold canvass…to maximize business opportunities and increase sales performance.
· Looking for and recruiting talents for team to build up the strong sales force.
· Providing the on job training /coaching to all team members to increase sales productivity and quality of service.
· Making business plan for the team and ensure the proper/follow- up, implementation to achieve the team target
· Making sure that customer service at good quality and service standards as set out by the Bank.
· Ensuring compliance with the Bank’s policies and standards, local laws and regulations
· Undertaking special projects / assignments.
REQUIREMENTS:
· University graduates with major in finance, banking, economics, business administration, marketing or other related areas are preferred
· Over 3 years of sales service experience in selling life insurance, banking/finance service fields is a plus
· Demonstrated sales management experience and result orientation
· Strong sales sense with good selling and interpersonal skills
· Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers
· Comprehensive knowledge of the economic trends, events and their potential effect on customers’ finances
· Good communication skills in English and Vietnamese both writing and speaking
· Self-confident, ambitious, willing to take challenges
· High energy level, aggressive and can-to attitude
· Self motivated as well as team oriented
· Fast learning with a proven ability to work independently under pressure and high efficiency
Position: Financial Planner (Insurance Specialist)
Department: Consumer Bank
Salary: $450 basic salary plus incentives, benefits
MAJOR JOB RESPONSIBILITIES:
· College/University graduates with major in insurance, finance, banking, economics, business administration, marketing or other related areas are preferred
· Over 1 year of insurance sales experience is a plus
· Demonstrated sales experience and result orientation
· Strong sales sense with good selling and interpersonal skills
· Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers
· Comprehensive knowledge of the economic trends, events and their potential effect on customers’ finances
· Good communication skills in English and Vietnamese both writing and speaking
· Self-confident, ambitious, willing to take challenges
· High energy level, aggressive and can-to attitude
· Self motivated as well as team oriented
· Fast learning with a proven ability to work independently under pressure and high efficiency
Manager, Executive Search & Selection
HR2B Talent Recruitment JSC
Khách hàng của chúng tôi là một ngân hàng nước ngoài lớn tại VN.
Position: Financial Planner Team Leader
Department: Consumer Bank
Salary: ~$1,000 basic salary plus incentives, benefits
Job description:
· Managing the team around 10 people to maximize new business opportunities and ensure the primarily life insurance target achieved.
· Implement all sales activities to existing customers as well as new customers to approach for life insurance and retails banking products
In charge of attracting new talents and providing necessary training for team members.Motivating and developing the team to achieve agreed sales targets.
MAJOR RESPONSIBILITIES:
· Responsible for whole team sales performance, and make sure the team target achieved, but not limit to personal sales.
· Monitoring the team performance in sales and customer service quality.
· Proactively doing Join Field Work to support team members to close sales and doing prospecting to acquire new business opportunities for team.
· Proactively implementing sales activities such as group sales, cold canvass…to maximize business opportunities and increase sales performance.
· Looking for and recruiting talents for team to build up the strong sales force.
· Providing the on job training /coaching to all team members to increase sales productivity and quality of service.
· Making business plan for the team and ensure the proper/follow- up, implementation to achieve the team target
· Making sure that customer service at good quality and service standards as set out by the Bank.
· Ensuring compliance with the Bank’s policies and standards, local laws and regulations
· Undertaking special projects / assignments.
REQUIREMENTS:
· University graduates with major in finance, banking, economics, business administration, marketing or other related areas are preferred
· Over 3 years of sales service experience in selling life insurance, banking/finance service fields is a plus
· Demonstrated sales management experience and result orientation
· Strong sales sense with good selling and interpersonal skills
· Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers
· Comprehensive knowledge of the economic trends, events and their potential effect on customers’ finances
· Good communication skills in English and Vietnamese both writing and speaking
· Self-confident, ambitious, willing to take challenges
· High energy level, aggressive and can-to attitude
· Self motivated as well as team oriented
· Fast learning with a proven ability to work independently under pressure and high efficiency
Position: Financial Planner (Insurance Specialist)
Department: Consumer Bank
Salary: $450 basic salary plus incentives, benefits
MAJOR JOB RESPONSIBILITIES:
- Primarily sell insurance products and provide insurance advice service to Citibank customers
- Follow laid out sales and service processes to establish contact with prospective customers, understand their needs and cross sell them other appropriate products offered by the bank
- Generate sales revenue at designated location or assigned geographical coverage area
- Meet/exceed sales established sales goals
- Maintain updated knowledge of company products and processes and be able to offer a high quality sales experience
- Gather information as needed about customers, markets and competition
- To comply with various company compliance policies in selling
- Other tasks as assigned by the supervisor and the management
· College/University graduates with major in insurance, finance, banking, economics, business administration, marketing or other related areas are preferred
· Over 1 year of insurance sales experience is a plus
· Demonstrated sales experience and result orientation
· Strong sales sense with good selling and interpersonal skills
· Good knowledge of financial planning; ability to address financial needs of more sophisticated target customers
· Comprehensive knowledge of the economic trends, events and their potential effect on customers’ finances
· Good communication skills in English and Vietnamese both writing and speaking
· Self-confident, ambitious, willing to take challenges
· High energy level, aggressive and can-to attitude
· Self motivated as well as team oriented
· Fast learning with a proven ability to work independently under pressure and high efficiency
