HO - FDI Relationship Manager/Senior Relationship Manager, CMB Division

Mô tả Công việc
o Establish, create, care for, maintain, and manage relationships with FDI clients to achieve individual financial and non-financial targets while contributing towards team's overall deliverables.
o Effectively generating new business, identify prospects and materialize those opportunities in line with OCB's appetite; proposing appropriated solutions; becoming a primary consultant, financial arranger and transaction bank for customers and their value chains.
o Set up internal proposal for credit facilities, preparing/reviewing credit applications, ensure good quality of the analysis reports, submit and defend credit proposal with the Credit Division / Credit Committee.
o Strategically formulating account plan, directly market and advise on products and services, identify demands of existing and new customers in order to increase sales and cross-sell products (trade service, cash management, treasury).
o Proactively building trusted client relationships with high level of professionalism in client engagement and internal stakeholder management; maintain an active portfolio of growing customers.
o Regularly feedback to Team Leader/Team head and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
Teamwork and Processes:
o Collaborate with internal stakeholders, including product teams, risk management, and operations, to deliver integrated financial solutions.
o Coordinate with internal teams to ensure the smooth and timely execution of transactions, customer issues, complaints, and product enquiries
o Conduct market research to identify trends and opportunities in the FDI sector.
o Analyze competitor activities and develop strategies to maintain a competitive edge.
o Provide regular reports and updates on the FDI market and client portfolio performance.
o Mentor and guide junior relationship managers and support staff.
o Participate in training and development programs to enhance professional knowledge and skills