1. Business Execution & Sales Performance Management 

• Execute regional business strategies, business plans, and sales activation activities at assigned bank partners in alignment with BDD direction and company priorities  

• Translate regional priorities into clear branch-level action plans, sales activities, and execution routines  

• Organize and drive implementation of sales programs, including meetings, workshops, campaigns, customer events, training sessions, and other activation activities  

• Closely monitor daily, weekly, and monthly performance, including APE, productivity, conversion, sales quality, and execution progress  

• Identify performance gaps and take timely actions to improve business results  

• Manage and improve sales discipline, compliance, and execution quality in all business activities  

• Ensure effective tracking, reporting, and feedback on business performance and activation outcomes 

2. Frontline Activation & Productivity Improvement 

• Drive frontline activation and productivity uplift at branch/team level  

• Coach and support banca salesforce to improve sales skills, customer engagement, needs-based selling, and conversion effectiveness  

• Activate agreed sales enablers, including sales routines, product focus, customer approach models, and branch-level campaigns  

• Identify frontline capability gaps and implement targeted coaching/actions to improve productivity  

• Reinforce consistent execution of sales processes, customer engagement standards, and sales quality requirements  

• Support frontline teams in overcoming execution barriers and converting business opportunities into sales outcomes 

3. Bank Partner Coordination & Execution Support 

• Work closely with bank branch managers, regional bank stakeholders, and frontline teams to ensure effective execution of agreed business activities  

• Build strong working relationships with bank stakeholders at execution level to support day-to-day business activation  

• Coach, influence, and mobilize bank stakeholders and frontline teams to improve business focus, sales discipline, and activation effectiveness  

• Coordinate and support bank partners in implementing campaigns, sales initiatives, and capability interventions  

• Ensure timely response and resolution of operational issues impacting business performance  

• Provide regular feedback to BDD on stakeholder alignment, field execution challenges, and business opportunities 

4. Training & Capability Development 

• Delivery training, on-the-job coaching, and field coaching for banca salesforce in assigned bank partners  

• Support rollout of training programs, capability frameworks, and sales enablement initiatives defined by BDD/company  

• Reinforce product knowledge, sales standards, customer needs analysis, compliance requirements, and sales quality disciplines  

• Provide practical feedback from the field to improve training effectiveness and sales capability models  

• Support development of frontline capability to sustain productivity and business growth 

 5. Stakeholder Coordination & Operational Excellence 

• Coordinate with internal functions, including Operations, Product, Compliance, Training, Marketing, and Risk, to ensure smooth execution of business activities  

• Ensure all business activities are aligned with company policies, compliance standards, and risk management requirements  

• Escalate and follow up on key issues to ensure timely resolution  

• Maintain operational discipline, execution cadence, and quality reporting across assigned bank partners  

• Support BDD in implementing governance routines and business review mechanisms at field level 

6. Others:  

• Perform other tasks assigned by Line Manager and Company Management 

Job Requirements / Yêu cầu 

Qualifications  

• Bachelor’s degree or above, preferably in Economics, Business Administration, Banking, Finance, Sales & Marketing, Insurance, or related disciplines  

• Professional certificates or specialized training related to insurance/financial services, such as LOMA or equivalent, are an advantage 

Knowledge and skill 

• Solid experience in banking and/or bancassurance environments  

• Good understanding of insurance and investment-related products  

• Strong knowledge of Insurance, Bancassurance, Banking, and Sales Operations  

• Proven experience in sales execution, performance management, frontline activation, and field coaching  

• Proven ability to coach, influence, and drive activation with bank stakeholders and frontline sales teams  

• Strong execution mindset and ability to translate business plans into measurable sales outcomes  

• Good stakeholder coordination, communication, and problem-solving skills  

• Strong coaching, training, and field activation capability  

• Good command of English and Vietnamese communication and presentation skills