
Thanh NGUYEN
Trade Sales - Transaction Banking - Wholesales Banking @ UOB
About
Experienced Wealth Sales Head with a demonstrated history of working in the banking industry. Skilled in Analytical Skills, Sales Management, Securities, Retirement Planning, and Mutual Funds. Strong finance professional with a Master of Business focused in Finance from University of Technology Sydney (UTS), Australia
Vietnam
Ho Chi Minh City Metropolitan Area
Banking
Corporate Finance, Analysis, Credit, Management, Investments, Banking, Retirement Planning, Mutual Funds, Strategic Financial Planning, Wealth Management, Securities, Fixed Annuities, Financial Services, Loans, Sales, Finance
Experience

Business Banking Relationship Manager
Vietnam
• Hunting new small and medium companies and maintaining network with corporate decision makers • Site visiting clients frequently, entertain them and explore their business models, financial plans, financial needs to analyze corporate strategy • Opening business banking accounts for companies, delivering excellent services and cross-sell other products including lending, FX, overseas payment, POS... • Portfolio management and ensure revenue generated from portfolio • Proactively acquiring new partnership channels to get monthly referral • Usually attending networking events, road shows, workshops to widen the network • Co-operating with chambers and business associations to organize events, seminars for companies

Employee Banking Relationship Manager
Hochiminh
• Generating and maintaining relationship with corporate clients to offer employee banking service and cross sell other banking products like personal loan, mortgage, insurance • Making presentations to introduce all kinds of products to customers • Ensuring the highest penetration of portfolio • Setting and executing sales plans and events at clients’ site for sales team members to increase productivity and reach agreed target • Coaching team members about products, new policy and sales skills to make sure professional service quality and target commitment • Motivating and developing the team to achieve sales targets

Customer Account Executive
IMG immigration and citizenship
hochiminh
• Finding new customers • Researching sources for developing prospective customers by making phone calls and presentations; • Cooperating with Vietnam Chamber of commerce and Industry (VCCI), HCMC Union of Business Associations (HUBA) to organize seminars of “Foreign Investment” • Following up with potential clients until the deal is closed • Providing excellent customer service to clients • Managing and updating any activities of clients in CRM system • Training new staffs

corporate banking relationship manager
• Strengthened relationship with existing corporate clients and found new clients to meet monthly sales target. • Analyzed financial statement, cash flow, financial ratio and offered the credit limit to corporate customers. • Followed up and dealt with all requirements which are related to the corporate clients’ account at PVFC. • Raised fund through launching some investment products like term deposit, value paper trading, trust investment. • Made monthly Cost-Return reports and other planning reports to the manager

Priority Teller
• Consulted customers how to make investment with highest return • Handled VIP customers’ enquiries relating their bank accounts. • Introduced new banking products which are inclusive of life insurance, car insurance, home loan, cars loan to customers and referred them to Relationship Managers to obtain high sales targets. • Data entry with high speed (used to serve around 200 customers per day), scanning, filing and cross check vouchers. • Followed and solved feedbacks as well as complaints from customers.
Thanh NGUYEN's Contact Information
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