I am a results-driven professional with over 12 years of experience in banking, specializing in sales, customer service, and team leadership. I consistently exceed performance targets and inspire teams to deliver exceptional customer experiences. I hold an MBA and am a certified business analyst, with strong analytical and strategic skills to identify opportunities and drive solutions. As a natural leader, I am committed to fostering collaboration, motivating teams, and driving continuous improvements to enhance customer satisfaction and operational efficiency. I am eager to contribute my expertise and leadership to your organization, confident in my ability to support your team's growth and success.
Overview
13
13
years of professional experience
8
8
years of post-secondary education
Work History
Mortgage Relationship Manager
United Overseas Bank Viet Nam
09.2021 - Current
Developed strategies to acquire new customers through partnerships, targeted lists, and online channels, driving sustainable growth
Assessed customer needs and provided tailored mortgage solutions, ensuring a smooth process from evaluation to disbursement
Built long-term partnerships with real estate agents, expanding the customer network
Implemented sales strategies to optimize individual and team performance, achieving business goals consistently
Assisted colleagues with complex loan cases, enhancing team efficiency
Contributed to major sales events, generating quality leads and strengthening brand presence
Key Achievements:
Improved the sales process, reducing processing time and enhancing customer experience
Supported the development of monthly and quarterly business plans to ensure effective business goals
Business Development Manager
Standard Chartered Bank Viet Nam
12.2018 - 09.2021
Developed strategies to acquire NTB mass market clients through alliances, targeted lists, and online channels, driving market expansion
Led outbound sales efforts and activation of NTB products, improving adoption rates
Designed training programs for clients on using remote banking channels, enhancing convenience
Partnered with real estate agents to identify potential clients and provide tailored solutions
Cross-sold products to existing clients, driving revenue and strengthening loyalty
Represented the bank at sales events, generating quality leads and promoting services
Consistently exceeded sales targets with a customer-centric approach
Key Achievements:
Spearheaded business development strategies, significantly increasing client acquisition and market penetration
Contributed to sales planning and team coordination, ensuring consistent growth in a competitive market
Team Leader of Relationship Manager
Tien Phong Commercial Join Stock Bank
12.2017 - 11.2018
Developed and implemented business targets for the team and individual members, aligning goals with the organization’s broader objectives to drive performance and results
Managed, mentored, trained, and supervised a team of associates, employees, and collaborators in the sale of Personal Banking products, ensuring high standards of performance and customer service
Actively developed the customer base and cultivated strong relationships with key partners within the operating area, enhancing the bank's network and market presence
Monitored, motivated, and supported the team in achieving sales targets, ensuring strict adherence to service quality, credit standards, and operational processes
Held accountable for meeting the assigned group quotas, reporting to the business manager and contributing to the overall success of the department
Led the team in adapting to changes in the business environment, maintaining motivation and achieving targets despite challenges
Performed additional duties as assigned by the Head of Unit, supporting the development and growth of the unit
Consistently exceeded sales targets, demonstrating strong leadership, strategic thinking, and a commitment to team success
Key Achievements:
Led the team to exceed sales goals consistently, contributing to the unit's overall performance and business growth
Played a crucial role in fostering a high-performance team culture, driving motivation, and ensuring targets were met efficiently
Senior officer – Retail Relationship Manager
Shinhan Bank Viet Nam
01.2017 - 10.2017
Successfully met business targets in credit, deposits, mobilization, cards, and financial services, contributing to the overall growth of the bank
Sought mortgage customers, assessed loan demand, submitted applications to approvers, assisted with mortgage procedures, and ensured proper loan disbursement
Built relationships with real estate and car agents to identify potential clients
Conducted direct sales at Nguyen Tri Phuong Hospital and Soai Kinh Lam Market, increasing customer outreach and acquiring new clients
Joined the BNI Chapter, expanding my network and creating business collaboration opportunities
Consistently met or exceeded sales targets, demonstrating strong sales capabilities and the ability to develop client relationships
Key Achievements:
Successfully met all business targets and developed strong relationships with potential clients across various sectors
Achieved KPIs in credit, deposits, mobilization, cards, and financial services, contributing to the bank's growth
Sought and acquired new customers, expanding the client base and market presence
Evaluated loan demand and facilitated the approval process, providing tailored solutions
Cross-sold financial services to existing clients, increasing revenue and customer loyalty
Trained new staff to meet sales targets, fostering a high-performing team
Participated in programs like 'Support to Preferential Loans for Residents in Carina Condominium' and 'Link to Support Capital for Customers Buying Apartments in City Gate Tower.'
Collaborated with car dealerships, such as Ford and Chevrolet, offering financial services for car buyers
Engaged in direct sales programs targeting office buildings and small businesses
Consistently exceeded sales targets, demonstrating strong sales and customer service skills
Key Achievements:
Successfully met KPIs across multiple financial products, driving customer satisfaction and growth
Contributed to key loan programs and partnerships, generating significant revenue
Credit Back Office at BIDV - Joint stock Commercial Bank for Investment and Development of Viet NamCredit Back Office at BIDV - Joint stock Commercial Bank for Investment and Development of Viet Nam
Deputy Head of the Credit of the Co-operative Bank at Co-operative Bank of Viet Nam, An Giang BranchDeputy Head of the Credit of the Co-operative Bank at Co-operative Bank of Viet Nam, An Giang Branch
Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))
Mortgage Relationship Manager(Vice President) at United Overseas Bank Limited, UOBMortgage Relationship Manager(Vice President) at United Overseas Bank Limited, UOB