Senior Officer, Partner Onboarding

Mô tả Công việc
Job Purpose
The job holder is responsible for monitoring and implementing policies / programs for strategic partners / other partners in accordance with the direction of theleadership, in accordance with the goals, strategies and policies of each customer segment in RBG division
Key Accountabilities (1)
A. MISSION OF THE DEPARTMENT
1. Short-term and long-term partnership planning and development through the management of external partnerships and coordination with internal units (RBG,WB, BB, GTS) for developing new individual customers and increasing CVP for customers in line with RBG's customer focus segment.
• Assist in working with WB / BB / GST blocks and departments within RBG Block to identify target partners on monthly, quarterly and yearly basis.
• Assist in prioritizing the portfolio in cooperation with WB / BB / GST blocks and parts within Block RBG.
• Assist in the process of unifying targets, annual, quarterly and monthly plans with the WB / BB / GST blocks and the divisions in the RBG Block
- Participate in designing and implementing cooperation model with partners:
- Support to find best practice partner cooperation models in the market. Research, analyze and determine the suitable model for TCB and partners.
- Support for detailed planning and implementation according to the plan
- Participate in testing and refining if any.
- Deploying replication.
• Develop a list of other targeted partners:
- Participate in the process of identifying potential partner selection criteria
- Support to find potential partners in the market to attract new customers or increase CVP for customers based on the Bank's strategic goals and RBG blockaccording to each period and business requirements coming from departments in RBG blocks and other blocks.
• Evaluate potential partners
- Determine evaluation criteria and determine priority order.
- Analyze / evaluate partner groups and determine priority order
• Support to set up KH to exploit partners (account planning, action plan ...) and follow the plan.
• Prepare required documents to submit to the director of the partnership to sign a contract with the partner.
• Maintain communication, regularly communicating with partners, updating changes in business plans and needs of partners, feedback of partners and customerson solutions and services to take timely action. and suitable and timely solutions.
• Follow up the implementation of the plan and meet the periodic review meeting with the WB / BB / GST blocks and the divisions in the RBG Block to take out keyactions if there is any change.
2. Develop a CVP for strategic partners and other partners through coordination with the CST / WB to understand and manage cooperation with external partnersand act as a connection point with the CST to coordinate with other internal unit (RBG segment, solution team, BD team, Hub, WB, BB, GTS) in the process ofdeploying solutions for science and technology.
Capture the needs of your partners, your PK / TPK endusers and build a CVP
• Knowledgeable partner:
- Collect data on partners and endusers (customers and employees) of partners to identify desired financial and service needs to identify and group endusers intosegments and dissolve PK KH, solve fundamental solutions of TCB.
- Update reports on end-users understanding through receiving information about changes on partners and end-users and assess the impact of changes, therebyproposing a plan. handle (if necessary).
• Strategy development:
- Support in the process of making CVP, Where to play, How to play và FM to partners through the cooperation with RBG segment team, Solution team (RBGproduct team, risk team, OnT team and CnL team) to determine the painpoints, expectation and solutions for partners according to the economic sector.
Key Accountabilities (2)
3. Based on CVP developed, giving business requirements and agreeing solution development plan with solution team. From there, discuss and agree withinvestors about solutions that TCB can bring to investors.
• Provide CVP related business requirements for partners with Multifunctional team.
• Propose and agree on CVP, offer with CST / Multifunctional team and partners
- Support the director of planning planning of partners in the process of agreeing CVP, offering for partners through coordinating presentation and negotiation withCST / Multifunctional team. Team will coordinate with internal RBG departments to refine if there are changes compared with the proposed solution.
- Support the Director General of Planning and Management of partners in the process of launching programs to enhance benefits for partners and Endusers whenusing Techcombank's financial solution package and products of strategic partners and other partners at the same time to help increase the number of newcustomers and retain existing customers.
- Discuss and agree on solutions with partners (if necessary)
- Make a request to refine the solution and make a proposal to the Multifuctional team (if any).
• Establish, maintain and deepen relationships with your partner.
- Work directly with staff of RMC / Non-RMC partners to gather information on endusers, identify problems, identify opportunities, develop and deploy solutions inaccordance with the plan. , target partner as well as TCB.
• Managing CVP deployment process for partners
- Manage the process of implementing CVP for partners and take the necessary measures to ensure the achievement of FM, strategy and direction with the partner.
- Coordinate with members of Multifunctional team to evaluate performance results and propose necessary measures to ensure the achievement of FM, strategy,direction and region of the economic basin.
4. Managing the performance of each partner, including revenue and expenses through PNS channel
• Participate in the process of building a reporting system for effective management of revenue and partner costs (make request for topic).
• Effective tracking of partner's revenue and expenses
• Proposing solutions to optimize channel partner costs
Personal Mission:
- Building an effective working environment
- Interact to support colleagues in the same department, update information and aim for long-term cohesion.
- Comply with established working regulations and team culture.
- Actively improving capacity and self-development
- Implement the plan to improve personal capacity as agreed with the management.
- Actively discuss with management about personal development aspirations to agree on a roadmap
Key Accountabilities (3)
Other tasks:
- Other duties as assigned by the Senior Director, Partnership Management