Tuyển dụng nhân viên

MÔ TẢ TÓM TẮT CÔNG VIỆC
• Đảm bảo cung cấp dịch vụ khách hàng hoàn hảo theo Bộ tiêu chuẩn dịch vụ khách hàng 5 sao và hỗ trợ đội ngũ kinh doanh thông qua việc quản lý hiệu quả đội ngũ nhân viên dịch vụ khách hàng (CS) trong Vùng phụ trách.

NHIỆM VỤ
• Huấn luyện, hướng dẫn và hỗ trợ trực tiếp cho đội ngũ nhân viên CS hoàn thành tốt trách nhiệm được phân công của bộ phận DVKH tại văn phòng kinh doanh;
• Giám sát sự tuân thủ của nhân viên CS trong việc thực hiện các nghiệp vụ giao dịch bảo hiểm (tiếp nhận các loại hồ sơ, quản lý tiền mặt và két sắt, quản lý cấp phát phiếu thu, các khoản thu, khoản chi,…tại văn phòng) theo đúng quy trình và quy định đã ban hành;
• Duy trì môi trường làm việc chuyên nghiệp thông qua việc kiểm tra văn phòng định kỳ nhằm đôn đốc, nhắc nhở nhân viên CS tuân thủ quy định, quy trình nghiệp vụ, chính sách của Công ty (Nội quy lao động, Nội quy văn phòng, Quy định về đồng phục…);
• Kịp thời báo cáo cho CST các vấn đề vi phạm quy định (nếu có), theo dõi và thực hiện việc xử lý các vấn đề vi phạm theo chỉ đạo từ CST, đồng thời thực hiện các biện pháp phòng ngừa và ngăn chặn sự việc tái diễn;
• Phối hợp với các phòng ban/bộ phận để giải quyết các khiếu nại có liên quan đến DVKH;
• Thực hiện kế hoạch nhân sự: điều phối nhân sự hỗ trợ kịp thời và hiệu quả cho các hoạt động kinh doanh, tuyển dụng nhân viên CS mới cho các văn phòng thuộc địa bàn phụ trách, đánh giá hiệu quả làm việc của nhân viên;
• Phối hợp chặt chẽ với Phụ trách phát triển kinh doanh trong Vùng để xây dựng và duy trì môi trường làm việc chuyên nghiệp, cởi mở, mang tính xây dựng và hiệu quả tại các văn phòng.
• Thực hiện các dự án/nghiệp vụ khác được phân công bởi Công ty/Cấp quản lý tại từng thời điểm.

YÊU CẦU CÔNG VIỆC
Trình độ học vấn: Tốt nghiệp Đại học trở lên các chuyên ngành Bảo hiểm, Kinh tế, Tài chính, Ngân hàng...
Tác phong: Chuyên nghiệp, lịch sự.
Kinh nghiệm:
• Có ít nhất 04 năm kinh nghiệm về dịch vụ khách hàng (DVKH) trong ngành BHNT hoặc ngành tương đương (tài chính, ngân hàng, chứng khoán, đầu tư….);
• Có ít nhất 02 năm kinh nghiệm làm công tác quản lý DVKH trong ngành BHNT, hoặc các lĩnh vực tương đương (tài chính, ngân hàng, chứng khoán, đầu tư…). Kiến thức: Nắm vững kiến thức về bảo hiểm nhân thọ hoặc tài chính.
Kỹ năng, khả năng:
• Kỹ năng Anh văn (đọc viết) tốt;
• Sử dụng thành thạo tin học văn phòng (Word, Excel, Power point);
• Khả năng làm việc độc lập;
• Kỹ năng lập kế hoạch, tổ chức công việc và quản lý thời gian;
• Kỹ năng giám sát, kiểm tra và huấn luyện nhân viên;
• Kỹ năng phân tích, xử lý tình huống và giải quyết vấn đề;
• Kỹ năng thuyết phục và tạo ảnh hưởng tích cực. Phẩm chất cá nhân:
• Cẩn thận, chặt chẽ và chính xác;
• Trung thực, liêm khiết, tinh thần trách nhiệm cao;
• Chủ động, có sáng kiến để nâng cao hiệu quả công việc;
• Có tinh thần đồng đội, thái độ tích cực, hỗ trợ nhóm.

Deadline for application: 30-04-2018

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JOB PURPOSE
• To plan and execute DFVN marketing strategy to support and achieve OEF’s sales targets and business expansion plan.

ACCOUNTABILITY
• Develop and execute marketing strategies to support sales efforts to reach and raise funds from investors. Coordinate seamlessly with the sales team to deliver marketing solutions that enhance the company’s fundraising success.
• Develop, manage and execute the company’s marketing, communication and branding strategy and action plan within the approved budget, including corporate sponsorship, marketing material development, media/press relations, and presentations.
• Plan and execute all web, SEO/SEM, marketing database, email, social media and display advertising campaigns
• Design, build and maintain our social media presence
• Produce marketing materials (e.g. brochures, leaflets, etc) to support sales & marketing activities. Coordinate with the sales team and Fund Managers to ensure content is updated, accurate and complies with regulations.
• Coordinate and organize investor and/or distributor road shows, seminars, exhibitions, training and other sales & marketing events to reach investors
• Develop and maintain good relationships with selected media channels in order to promote the company’s brand and products.
• Manage marketing vendors on behalf of the company. Ensure vendors deliver within the company’s expected budget, timeline and quality.
• Propose and implement new marketing ideas to continuously improve the company’s marketing effectiveness and ability to raise funds.

JOB SPECIFICATION
Education/Training:
• Bachelor Degree in Marketing or a related field. Digital Marketing Courses required
• Professional/Trade qualification: Securities Courses (Recommended) Experience & Competencies:
• At least 5 years of total work experience in a marketing role
• Proven working experience in digital marketing
• Demonstrable experience leading and managing SEO/SEM, marketing database, email, social media and/or display advertising campaigns.
• Up-to-date with the latest trends and best practices in online marketing and measurements
• Experienced in all marketing media (digital, print, events, etc)
• Good network of marketing vendors; Good understanding of quality standards and prices and ability to negotiate best prices for the company
• Demonstrable initiative, able and willing to propose and independently drive and manage projects.
• Results focused, able to work under pressure to deliver objectives
• Energetic and creative. Able and willing to propose and test different marketing ideas
• Strong written and verbal communications skills. Strong public speaking and presentation skills.
• Good interpersonal skills. Works well with others inside and outside the company, at different levels of seniority.
• Native Vietnamese. Good command of spoken and written English.
• High personal integrity – honest, straightforward, able to do what is best for the company
• Customer oriented and innovative

Deadline for application: 30-04-2018

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JOB PURPOSE
This jobholder is responsible for:
• Managing all the aspects of PS section including the day-to-day processing of all proposals & policies related to PS functions.
• Support Head of PS in delivery of PS related initiatives/solutions of improvements of efficiency and services, in alignment with the company objectives and strategies.

ACCOUNTABILITY
• Managing the daily operations of the PS section in accuracy and good customer services manners. Following up and monitoring staff performance.
• Recommending to Head of PS initiatives in improving the PS efficiency and quality of services.
• Ensuring the implementation of PS new projects/initiatives, memos, regulations and guidelines of the company, within the set timeframe, standards and budget.
• Solving complaints related to PS services provided to policy holders.
• Support, coaching, training, motivating and deriving a development as well as backup plan for all personnel of PS section. Work in sync with sections of Operations & other Divisions to make sure that PS can best support other functions of Operations & the company. Being a role model in working, learning, caring and servicing people for staff to follow.
• Preparing and monitoring PS expenses budget versus approved budget.
• Handling other tasks as requested by the management.

JOB SPECIFICATION
Qualification:
University graduated. Experience: At least 3 years of experiences in management position in PS. Knowledge
• Strong leadership with good communication and training skills.
• Good command in English.
• Knowledge in insurance. Soft skill: Leadership, communication and training.
Personality:
• Dynamic and open minded.
• Customer service minded with strong common sense.
• High sense of integrity and responsibility.

Deadline for application: 30-04-2018

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JOB PURPOSE
To develop research/ fundamental analysis for securities investment as well as execute all necessary procedures for proper investment decision-making.

ACCOUNTABILITY
• To develop equity research; fundamental analysis for securities investment; To support in strengthening credit risk management to maintain the soundness of fixed-income portfolio. Strengthen compliance; To be responsible for the formulation of a detailed investment strategy which aims to meet agreed investment targets, based on thorough research and analysis of the Vietnamese and global market conditions
• To implement all necessary procedures for proper investment decision-making, i.e. portfolio management; and prepare and present reports to the Investment Committee in order to update senior management on implementation of investment plan and strategy, and market conditions; To coordinate and facilitates special projects as request by management

JOB SPECIFICATION
• Bachelor’s degree or higher in relevant discipline (e.g., financial engineering).
• Fund management certificate granted by State Securities Commission.
• CFA, CMT is preferable.
• At least 3 years working experience in a financial institution, preferably in the area of investment management.
• Business level English language skills, strong oral and written communication skills.
• Strong problem solving skills are required.
• General software skills (particularly Excel) are required.
• Highly analytical and detail-oriented.

Deadline for application: 30-04-2018

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POSITION PURPOSE
Handle with policy alterations and valuations requests assigned by Head of PS from time to time in order to meet the clients’ expectations and to enhance company service quality.

ACCOUNTABILITY
Receive and handle with assigned duties accurately, timely and in good customer services manners for:
• Policy alterations and reinstatement.
• Policy valuations.
Regularly follow up pending report to make sure the client’s request to be processed appropriately. Stay current and proficient with workflow, latest forms, computer system, application and department goal. Participates actively in development of PS procedure/ special project effectively and timely. Other jobs as delegated by Head of PS.

JOB SPECIFICATION
Bachelor degree Relevant life insurance qualifications such as LOMA certificates. Very good communication skills. Proficient in Microsoft office and excel. Ability to learn all current company operating systems needs to perform the job. Strong customer services focus, attention to quality, accuracy and detail.

WORKING RELATIONSHIPS
Internal interface:
- Report directly to Head of PS
- Co- ordinate with other sections of OP to process daily activities. External interface:
- Policy Owner.
- Customer Service team and sale force.

CHALLENGES
Ensure assigned duties processed effectively and efficiently in order to achieve the PS team goal and to meet the set service standards. Close coordinate with the CS team and well support sale force to get the best services. Actively seek way to improve current process.

Dealine of application: 30-04-2018

Ứng tuyển

POSITION PURPOSE
Handle with policy alterations and valuations requests assigned by Head of PS from time to time in order to meet the clients’ expectations and to enhance company service quality.

ACCOUNTABILITY
Receive and handle with assigned duties accurately, timely and in good customer services manners for:
- Policy alterations and reinstatement.
- Policy valuations.
Regularly follow up pending report to make sure the client’s request to be processed appropriately. Stay current and proficient with workflow, latest forms, computer system, application and department goal. Participates actively in development of working procudure/special project with effective and timely maner Recommend to Head of PS initiatives in improving the PS efficiency and quality of services. Other jobs as delegated by the line manager.

JOB SPECIFICATION
Bachelor degree Relevant life insurance qualifications such as LOMA certificates. At least 2 years of customer services experience. Very good communication and problem solving skills. English: fluent Proficient in Microsoft office and excel. Ability to learn all current company operating systems needs to perform the job. Strong customer services focus, attention to quality, accuracy and detail.

Dealine for application: 30-04-2018

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JOB PURPOSE
To take care of DFVN’s Open-ended Fund sales administration and provide professional after-sales services to investors.

ACCOUNTABILITY
Investor Relations (IR)/Customer Services
1. Respond to investor inquiries within a reasonable timeframe;
2. Prepare monthly, quarterly and annual fund and investor updates;
3. Manage investor retention and service programs;
4. Coordinate and organize road shows, seminars, exhibitions, training and other investor events;
5. Coordinate, support and do IR-related works including website development & administration, posting new announcements, handling hotline, investor care and communication, quarterly Board of Representative meetings, and Annual General Investor Meeting;
6. Prepare other content as required to service investors;
7. Follow-up and complete other assignments as assigned by the CEO and/or Department Head from time to time.
Transfer Agency Services
1. Validate and inputs the investors’ orders into the given templates and send to HSBC/VSD in compliance with the Operating memorandum
2. Provide the updated forms/ templates to sales team of DFVN and distributors
3. Provide investor holding statement and transaction note to IR team for sending to investors upon transaction completion or monthly basis

SPECIFICATION
 Education/Training: Bachelor Degree Commerce, Economics or Finance. Professional/Trade qualification: Holder of Securities Brokerage License preferable, but not required. Experience & Competencies:
• Minimum 3 years working in financial services industry, preferably in Client Service and/or Investor Relations.
• Strong analytical and technical skills
• Attention to detail
• Strong interpersonal and communication skills; capable of preparing and realizing presentation sessions;
• Competent at persuading, negotiating and providing effective presentation ideas. • Native Vietnamese. Good command of spoken and written English.
• High personal integrity – honest, straightforward, able to do what is best for the company.

Deadline for application: 30-04-2018

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JOB FUNCTIONS
Cash Management
• Daily reconciliation of cash and bank transactions, and monitor cash balances of all of the sales offices.
• Provide available cash for investments to the Investment Department separately between Shareholder fund and Policyholder Funds,
• Regulate company’s expenditure and compliance with company guideline and regulation
• Supervise and approve (in authorization limit) expense claims to compliance with sign-off policy, accounting guideline, and tax regulation.
• Control and manage Cash flow to maximize the efficiency in cash management,
Supervise general accounting
• To ensure daily accounting are posted into Sun system on time and accuracy included of cash/bank accounting transaction
• To ensure end-of month accounting transactions are recorded adequate and on time,
• Ensure month-end closing is on time, accounting transaction are fully completed and compliance with accounting policy & government regulation,
• Finance reporting: the reports are prepared with accuracy calculation under correct format and within deadline
Account Settlement
• Prepare all bank payment runs on a timely and accurately on a daily basis,
• Record and confirm all bank deposits, and transactions with external parties in which payments involve bank transfers,
• Investigate (and try to resolve) any queries in relation to settlement function,
• Handle investment operations as well as investment accounting
• Inform the Chief Accountant and Investment Department on a timely basis as to any material issues in relation to settlement & clearing activities.
Bank Accounts Management
• Manage all of the company’s bank accounts,
• Responsible in opening and closing of the company’s bank accounts,
• Maintain good relationship with the banks counterparties.

QUALIFICATION
 Education, no. of year experience:
• Bachelor degree in Finance, Accounting.
• Minimum of 3 years working in Finance, Accounting or Banking industry. Have experiences in treasury sections
Technical skills:
• Knowledge of Vietnamese and international accounting standards, taxes, legal
• English writing skill, Financial analysis
• Knowledge of Sun system, Life Insurance are preferred
• Sound financial management skills, excellent inter-personal skill,
Soft skills:
• Planning and implementation
• Presentation skill
• Be pro-active
Deadline for application: 30-04-2018Ứng tuyển

POSITION PURPOSE
The main purpose of this role is to ensure that the Company’s growth targets and sales targets are achieved in their assigned region.

PRINCIPAL ACCOUNTABILY
Manage Sales Team to achieve the Key Performance Indicators (KPIs)
a. Recruitment:
• Recruit appropriately qualified SMs/ILs/IO/IS in accordance with the development plan for the region;
• Manage the SMs/ILs directly and IO/IS indirectly in effective recruitment and development of the sales team. b. Sales productivity:
• Make up business plans with the suitable targets in each point of time for the region and manage the Sales team to strive for and achieve/exceed sales target; Be responsible for developing SMs/ILs and IO/IS to ensure they can achieve their targets.
• Coach/train and support the sales team frequently;
• One-one meeting and supervise all activities. Work closely with Partner of the region
• Often visit branches/Transaction offices to build good relationship with all levels of bank;
• Often provide/conduct trainings for bank staff/bank management.

QUALIFICATION
• University graduated;
• Strong ability to work unaccompanied, with a desire to achieve results;
• A positive mental attitude;
• Demonstrable sales ability and good presentation skills;
• Confidence in approaching people where no initial relationship exists;
• Strong written and oral English skills;
• An willingness to accept responsibility and drive decisive sales focused activity;
• Demonstrable ability in leadership and management of managers;
• At least working as BDM level in life insurance industry or have experience to management.

 Deadline for application: 30-04-2018

Ứng tuyển

JOB PURPOSE
This position is responsible for preparing and supporting accounting transaction and financial statements, tax reports.

ACCOUNTABILITY
Life insurance accounting:
Prepare accounting entries for Life insurance accounting system Monthly accrue accounting entries Involve Life Insurance system (Ingenium) for set up, testing new accounting transactions. Involve Agency system (AXP) for set up, testing new accounting transactions. Reconcile between Ingenium, AXP and SUN GL accounting
• Prepare accounting entries for cash, bank and filling document
• Reconcile accounts at the end of month
• Prepare financial reports
• Follow up & register tax invoice using
• Solve accounting problems arising

QUALIFICATION
Education, no. of year experience:
• Bachelor degree in Finance, Accounting.
• Minimum of 3 years working in Finance, Accounting or Banking industry.
Technical skills:
Access, SUN, good in Excel. Preferred in Life Insurance knowledge. Knowledge of Vietnamese and international accounting standards, taxes, legal
• English writing skill, Financial analysis
• Knowledge of Sun system,
• Sound financial management skills, excellent inter-personal skill,
Soft skills:
• Teamwork
• Be pro-active

Dealine for application: 30-04-2018

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