Tran Ngoc Yen
Banking Professional
Ho Chi Minh City
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals with timeline
Overview
17
17
years of professional experience
6
6
years of post-secondary education
Work History
Head of Banca Product & Services
Vietnam International Bank
Head Office
03.2017 - Current
- Working with Life and Nonlife insurance partners/ stakeholders to plan and effectively execute strategic product plan to acquire and expand of Bancassurance
- Directly oversees the assigned product portfolios including development of products (focus on digitalization solutions), marketing, business partner management, business financials as well as channel development functions specific to Bancassurance products.
- Improve operations through consistent processes and policies
- Overseeing the implementation of regulatory change including internal and external legal and compliance issues
- Drive marketing campaigns in coordination with related sales and marketing team/insurance partners
- Collaborated with team members to achieve team target with high productivity
Bancassurance Business Manager
Hong Leong Bank Vietnam
Head Office
01.2015 - 03.2017
- Managing of the overall Bancassurance business with Life and Nonlife insurance partners
- Development and implementation of the business strategy in line with the organizations for Bancassurance products.
- Design and develop new Bancassurance products and programs in coordination with insurance partners to meet growth and revenue targets
- P&L managing
Priority Banking Segmentation Manager
Hong Leong Bank Vietnam
Head Office
01.2015 - 03.2017
- Responsible for the development and implementation of the business strategy in line with the organizations goals
- Directly oversees the assigned task as Priority Banking Segment Manager including enhancement the value proposition of Priority Banking, development of bundle products, marketing planning, financial projection and improving sales strategies to expand business portfolios.
Sales Management & Business Analyst
Hong Leong Bank Vietnam
Head Office
01.2013 - 12.2014
- Bank portfolio managing; analyze the retail segments performance to support strategic planning for HO
- Prevent operational mistakes that lead to the financial loss to the customers and the Bank.
Senior Relationship Manager
Hong Leong Bank Vietnam
HCM Branch
01.2011 - 12.2013
- Built and expanded relationships with HNW clients.
- Managed customer experience, deepened and broadened account relationships with the objective to assist customers on their financial needs as well as generate revenue from bank's products
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Personal Financial Consultant
Standard Charterd Bank Vietnam
HCM Branch
09.2009 - 12.2010
- Proactively managed and built long term relationship with customers through dedicated services and excellent financial knowledge.
- Assist customers in achieving their financial goals
Customer Service Representative
Asia Commercial Bank
Main Branch
06.2006 - 09.2007
- Manage existing portfolio and new assigned corporate accounts
- Answered product and service questions, suggesting other offerings to attract potential customers
- Build relationship with Director and Chief Account to offer products and services that meet customers' demands
Education
Master of Information Management -
Shu Te University
Taiwan 09.2007 - 06.2009
Bachelor of Business Administration -
Open University
Vietnam 09.2002 - 06.2006
Skills
Proficient with Retail Banking products
Achievements
Excellent Contribution – UK Trip (VIB 2022)
Emerging Leadership Program, Malaysia (HLB 2016)
Top Performer of the Year, Malaysia (HLB 2011)
Contribution for Customer Services (SC 2010)
Full Scholarship, MIM (Taiwan 2007)
Timeline
Head of Banca Product & Services
Vietnam International Bank
03.2017 - Current
Bancassurance Business Manager
Hong Leong Bank Vietnam
01.2015 - 03.2017
Priority Banking Segmentation Manager
Hong Leong Bank Vietnam
01.2015 - 03.2017
Sales Management & Business Analyst
Hong Leong Bank Vietnam
01.2013 - 12.2014
Senior Relationship Manager
Hong Leong Bank Vietnam
01.2011 - 12.2013
Personal Financial Consultant
Standard Charterd Bank Vietnam
09.2009 - 12.2010
Master of Information Management -
Shu Te University
09.2007 - 06.2009
Customer Service Representative
Asia Commercial Bank
06.2006 - 09.2007
Bachelor of Business Administration -
Open University
09.2002 - 06.2006
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