#2069 - Relationship Manager (Personal)

Company Name       Tiro's Client
Industry       Insurance
Description       Insurance company
Job Title       Relationship Manager (Personal)
Salary       12 - 15 mil Gross
Career Level       Staff
Job Description       Relationship Manager is the first line of service in a unique, hi-end and financially credible center providing one-stop service to company’s existing and potential VIP customers. The daily activities of Relationship Manager include but not limited to insurance advisory, lead generation, sales pitching and coordinating with frontline operation staffs to ensure smooth transaction and pleasure experience to customer. The role requires good financial and general knowledge together with flexibility in customer handling.
Customer service: 45%
- Provide a one-stop service by offering customers the convenience of having multiple needs met at the branch through high-tech and distinguished frontline customer service (15%)
- Comfort walk-in customers and generate leads to build up the customer database (10%)
- Receive and carefully verify customer’s form and attached personal documents (customer’s ID, health declaration…) to make sure that all forms & customer’s personal papers are completed, exactly submitted in line with Company rules and local regulations (10%)
- Handle customer’s enquiry within the job holder’s accountability and ensure the promised turn-around time (10%)
Financial advisory and sales: 45%
- Provide professional financial assistance and/or consultancy to advisory-seeker customers (15%)
- Build up and maintain solid relationship and rapport with customers and internal operation staffs to provide good customer service and holistic financial solutions when needed (10%)
- Explore and open up-sales/cross-sales opportunity from existing customers based on their unfilled needs (10%)
- Directly generate sales and contribute to overall branch’s productivity to meet predefined sales target (10%)
Others: 10%
- Assist in organizing events/workshops and operational management of the office (5%)
- Performs other responsibilities and duties periodically assigned by supervisor to meet operational and/or other requirements (5%)

- No valid complaints from internal and external customers
- 100% transactions are in line with company standard guidelines
- The actual turn-around time meets promise to customers at least 90%
- High service quality as per customer feedback
- Predefined closing rate target as the ratio of new sales per total transactions
- Predefined annualized new premium target
External (80%): external stakeholders, existing and potential customers
Internal (20%): operation staffs, event manager and other staffs
Most challenging type of communication: Handle customers complain in line with company guidelines yet ensure customer satisfaction.

Function       Sales
Working Location       HoChiMinh

• Education – University graduates, prefer with major in Business Administration/Commerce
• Experience – a minimum 3 years of experience in financial service/banking sector with at least 1 year in customer service or relationship management alike.
• Special skills –
 Financial creditability e.g. financial and general knowledge
 English proficiency (intermediate and above)
 Good communication and inter-personal skills, customer oriented service
 Proficient in basis office software application (Microsoft Office)
 Self-motivated and able to work under pressure


Ms. Chau
HP: 078 731 3626
Email: chautruong@tiro.com.vn

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