[ TPHCM - HO ] WEALTH PARTNERSHIP SPECIALIST - CHUYÊN VIÊN PHÁT TRIỂN ĐỐI TÁC CHIẾN LƯỢC

Work Location Ho Chi Minh

Job Level Experienced (Non - Manager)

Job Type Permanent

Qualification Bachelor

Experiences 3 - 5 Years

Salary Negotiable

Industry Banking, Finance / Investment, Insurance

Deadline to Apply 08/03/2025

Apply Now Not ready to apply?

Share Facebook Linkedin Twitter Save to my jobs

Job Benefit

Insurance
Uniform
Health checkup
Training & Development
Salary review
Business Expense
Annual Leave

Job Description

Objective:

Execute Bancassurance activities; KPI, revenue, management of Partner’s relationships in line with the business goals and objectives

Authority:

Contact with Insurance partner for handling inquiries and commission

Working Relationship:

Internal: Credit Planning, Credit analysis, Compliance, Risk management, Business Development (RM), OPAC ( Open Account) and others.

External: Life & non-life insurance partners (VBI, BAO VIET, PTI and Prudential, etc)

Duties and Responsibilities:

BANCASSURANCE BUSINESS

· Ensure compliance to internal process and policies in all Bancassurance activities (including but not limited to customer campaigns, sales contests, incentives …)

· Update clearly & timely to branches and sales all information of Bancassurance such as main selling points of each products, process, training and documentation….

· Participate & contribute ideas to develop strategy for Bancassurance business, report to management on execution and monitoring of implementation progress.

RELATIONSHIPS & PARTNERSHIPS

· To maintain relationships with existing partners & involve new partners as required

· Draft agreements and escalate to respective layers of approvals

· Prepare and response to Branches for matters related to Bancassurance

· Follow up and respond to any enquiries from Branches and Insurance partner

MANAGE / MONITOR FINANCIAL & REVENUE PERFORMANCE

· Track the collection of premiums on all insurance business transactions

· Prepare and submit weekly and monthly report as required

· Organize bancassurance sales activities , sale code training, products training

OTHERS

Support up on manager's request

Job Requirement

Bachelor of Economics or relevant field

Can be FRESH graduation with good skill in Microsoft Office and Customer Servives

- Good understanding of banking products especially bancassurance

- Teamwork, treat people with respect

- Problem Solving/Analytical Thinking

- Self-motivation

- Negotiation skill

- Work under pressure

Fluent English

Job tags: [ TPHCM - HO ] WEALTH PARTNERSHIP SPECIALIST - CHUYÊN VIÊN PHÁT TRIỂN ĐỐI TÁC CHIẾN LƯỢC

Current Job