Duyen Tran Thi

Developed, promoted, and maintained strategic partnerships with major banks such as VPBank, MBBank, ACB, and OCB, among others.

• Provided consultation to the banks' RM and PM teams on asset allocation and introduced financial products to VIP and ultra-VIP clients.
• Conducted training on processes and sales techniques for the banks' RM teams focusing on financial investment products.
• Developed strategies to enhance sales performance through partnerships.
• Took responsibility for providing personal financial advice and managing asset allocation for clients through direct sales channels.
• Regularly updated partners and clients on macroeconomic and microeconomic data, as well as equity and bond market trends.
• Collaborated with internal departments to streamline operations and improve overall business efficiency, contributing to increased profitability.

Achievements:

• Awarded the title of "Best Seller" for three consecutive years: 2020, 2021, and 2022.
• Successfully mobilized investment funds for Vinacapital's financial portfolios ranging from 600 to 1,000 billion VND annually, accounting for 30-40% of the company's total volume.

• Directly contact, handle and resolve customer needs related to banking operations arising at the counter: deposit, withdraw money, transfer money, open accounts, process account information, etc. ..through digital banking channel.
• Exploit customer needs to have timely support solutions.
• Comply with company regulations and bank security policies.

• Supporting work related to stock brokerage operations.
• Implement customer transaction support processes.
• Call and care for existing customers.
• Fulfill requests from management.