-Maintain and strengthen strategic-level relationships with all clients in the team's portfolio, including members of the Board of Directors and Executive Board
Product Advisory:
1. Credit Products:
- Prepare identification reports and perform customer identification in accordance with periodic regulations.
- Coordinate with the Credit Appraisal team and other relevant parties (including Legal) to:
(1) Collect documentation, conduct detailed appraisal, and build cash flow;
(2) Discuss and negotiate terms with clients;
(3) Agree on conditions and credit limits;
(4) Submit for approval.
2. Non-Credit Products:
- Collaborate with the Global Transaction Banking Advisory team to implement solutions for clients.
Sales Performance Management:
- Manage, develop, and grow relationships with clients in the assigned portfolio to ensure achievement of business targets.
- Provide customer care to deliver the best possible sales service experience.
- Engage regularly to strengthen connections and maintain long-term relationships with clients.
- Act as the primary point of contact for information and client engagement to increase transaction volume across the entire value chain and related client groups within Techcombank.
Debt Management:
- Ensure strong control over the debt quality across the entire managed client portfolio.
- Update the Account Coverage Plan (ACP) in case of changes in the client's business plan that impact the annual exploitation strategy.