Nhat Anh TRUONG
Bank Insurance Officer
Hanoi,HN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
21
21
years of post-secondary education
Work History
Insurance Officer
Vietnam Technological And Commercial Joint Stock Bank
7 2024 - Current
- Responsible for insurance sales for the entire individual customer segment of the branch
- Target per month is 300 million VND insurance (RBO's normal target is 30 million per month)
- Customer aftercare: handling renewals, extensions, insurance claims for larger customer portfolio
Retail Banking Officer
Vietnam Technological And Commercial Joint Stock Bank
08.2023 - 06.2024
- Customer acquisition and development for all bank products: account, card, insurance, credit card, bond,…
- Ensuring strict compliances of all documents with bank procedures
- Achieved average cumulative KPI and sales plan over 130% for 9 months
Teller
Vietnam Technological And Commercial Joint Stock Bank
12.2021 - 07.2023
- Carry out cash and non-cash transactions (opening accounts, receiving deposits, …)
- Cross-selling products (Insurance/Credit Cards/…)
- Achieved average cumulative KPI and sales plan over 150% for 8 months
- Teller with the highest sales plan productivity in H1/2023
- Prospective Retail Banking Officer (Highest number of bank insurance contracts in H2/2023)
Education
Bachelor of Arts - Finance and Banking (in English)
Hanoi University
04.2001 - 12.2021
Skills
Fluent in English
Awards
- Teller with the highest sales plan productivity in H1/2023
- Prospective Retail Banking Officer (Highest number of bank insurance contracts in H2/2023)
Languages
Vietnamese
Native language
English
Advanced
C1
Interests
Gym
Cooking
Dancing
Timeline
Retail Banking Officer
Vietnam Technological And Commercial Joint Stock Bank
08.2023 - 06.2024
Teller
Vietnam Technological And Commercial Joint Stock Bank
12.2021 - 07.2023
Bachelor of Arts - Finance and Banking (in English)
Hanoi University
04.2001 - 12.2021
Insurance Officer
Vietnam Technological And Commercial Joint Stock Bank
7 2024 - Current
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