Experience

Indochina Post

• Vietnam
• Financial Services
• 1 - 100 Employee

• Senior Wealth Advisor

  • Sep 2019 - Present

  Acting as a brand ambassador of Prestige Wealth Management - the first private banking offering in Vietnam.Build-up and maintain network relationship with individual customers.• Ensure revenue growth and deliver excellent service• Ensuring that ongoing needs of clients are continously reassessed and met.• Proactively staying current on changes in financial market and economic and legislative news with respect to protential impact on investment market. • Frequently visit and entertain clients to build up relations, update business development as well as identify new business opportunities from existing relationships.



Vietnam Prosperity Bank - VPBank

• Vietnam
• Banking
• 1 - 100 Employee

• Senior Relationship Manager

  • Jan 2016 - Sep 2019

  • Build-up and maintain network relationship with individual customers.• Ensure revenue growth and deliver excellent service• Deliver good service and consulting of consumer loan, credit card, deposit promotion.• Prepare credit application, credit proposal package and other related documents that will be accelerated to appropriate credit approval discretion holder for final decision• Frequently visit and entertain clients to build up relations, update business development as well as identify new business opportunities from existing relationships.• Comply with bank's credit policies and standards, local laws and regulations regarding approval, reporting and documentation.Key achievements – Honors & Awards• Became a Bancassurance Teamleader of Third Region from July 2016 to Present.• Monthly achieved 10-15 credit cards approval, USD 8,000 unsecured personal loan and USD 15,000 for life insurance referrals, Best seller.• Top RM of Third Region in 2016• “Star Performer of Year” in 2016, to recognize superior performance in Life Insurance business.• “Star Performer of the month” in May 2016, in June 2016, in July 2016, in September 2016, in December 2016, in March 2017.• Monthly Sales Achievement” of Warm-up Sales Contest for Investment Product (VFM – Vietfund Management).



Citi

• United States
• Financial Services
• 700 & Above Employee

• Universal Banker

  • Nov 2014 - Dec 2015

  • Follows laid out sales and service processes to establish contact with prospective customers, understands needs and sells them appropriate products offered by the bank• Find potential customer source at Roadshow, such as: Building, Supermarket, Central Building,...• Maintains updated knowledge of company products and processes and is able to offer a high quality sales experience• Gathers information as needed about customers, markets and competition• Primarily focuses on single family of bank products such as cards, loans or banking accounts with associated add-on products like insurance• Might still sell additional product families to customers on a limited basis• Proficient in selling to mass market customers and is deployed in mass market locations• Other tasks as assigned by the supervisor and the management



MBS (Chứng khoán MB)

• Business Development Specialist

  • Feb 2013 - Nov 2014

  Business Development Specialist• Providing information quickly and timely on the situation of common stock market daily for Customers• Recommend potential stocks for Customers to increase the productivity and profitability of investment• Looking for potential customers and expanding the network• Aggregating financial information in order to recommend to the customers every day• Coordination with other departments in the company• Search for potential shares opportunities that help execute investment strategies of customers under management• Coordinate with both internal teams and clients.• Deal with clients and maintain client relationships.



Song Thanh International Company Limited

• Sales Executive

  • 2011 - 2013

  • Report all overall tasks and quality of work & business• Prepare reports as requested• Develop new business by communicating with potential customers.• Direct implementation, urging implementation of the contract, including the procedures for delivery, invoices, and customers to check product quality traffic• Provide market trends, industrial news, competitors' information and selling strategy to the company regularly. • Report all overall tasks and quality of work & business• Prepare reports as requested• Develop new business by communicating with potential customers.• Direct implementation, urging implementation of the contract, including the procedures for delivery, invoices, and customers to check product quality traffic• Provide market trends, industrial news, competitors' information and selling strategy to the company regularly.