FI Relationship Manager (40000390)

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)

• Manage,  leverage, and develop relationships with customers within the assigned FI portfolio (banks and non-bank FIs).
• Implement financial solutions to ensure portfolio growth, including risk management, to achieve optimal business efficiency.

• Understand customer comprehensively and completely indetify business plans with customer.
• Design and consult on account planning and optimal solutions for clients.

• Responsible for developing customer ACP in alignment with the strategic plans of relevant customer segments.

Key Accountabilities (2)

• Provide customer care to ensure the best possible experience in service quality and sales.
• Maintain and strengthen relationships with all customers in the assigned portfolio at both management and operational levels.

• Provide input on product development, process improvement, and service quality enhancement for customers.
• Act as the primary liaison for delivering integrated products and solutions aimed at increasing transaction volumes within relevant customer segments.

• Collaborate with internal functions to identify and assess customer risk.
• Manage financial performance and profitability for the assigned portfolio.
• Maintain regular engagement to strengthen relationships and ensure long-term customer retention.

• 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)

Self-Development

• Participate in Capability Development training programs; develop a personal growth roadmap.

Corporate Culture:

• Understand and consistently apply organizational cultural values and behavioral standards in accordance with the bank’s regulations.

Perform other tasks as assigned by LM

Key Relationships - Direct Manager

Head/Director of FI Relationship Management

Key Relationships - Direct Reports

N/A

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 8 years of experience in financial services, banking, with expertise in FI/NBFI relationship management.
• Specialized knowledge of payment products, trade finance and financial markets.
• English proficiency as per banking standards.