ร่วมงานกับเรา บลจ.ไทยพาณิชย์

Descriptions :

1. เป็นที่ปรึกษา, สรุปภาวะตลาด (Market Outlook) และให้คำแนะนำจัด Port การลงทุน (Asset Allocation) แก่ลูกค้าและผู้ที่สนใจลงทุนในกองทุนรวมผ่านทางโทรศัพท์ ให้เหมาะสมกับระดับความเสี่ยงที่รับได้

2. ให้บริการข้อมูลการลงทุน ผลิตภัณฑ์การลงทุน การใช้บริการผ่านช่องทางอิเล็กทรอนิกส์ (SCB Easy, SCBAM Fund Click) ผ่านทางโทรศัพท์

3. ประสานงานกับหน่วยงานที่เกี่ยวข้องเพื่อแก้ไขปัญหาให้ลูกค้า สาขาของธนาคาร และตัวแทนขายอื่น ผ่านทางโทรศัพท์ และทาง Electronic Channel ([email protected]) รวมถึงช่องทางอื่นที่จะพัฒนาเพิ่มเติมในอนาคต

4. ตรวจสอบการให้ข้อมูลเกี่ยวกับกองทุนของตัวแทนขายและตัวแทนขายอิสระ (IIP)

5. บริการเปลี่ยนแปลงข้อมูลทางโทรศัพท์

6. รวบรวมข้อคิดเห็นและข้อเสนอแนะของลูกค้าที่ได้รับผ่านช่องทางต่าง ๆ และนำเสนอแก่หน่วยงานี่เกี่ยวข้องทราบ เพื่อพัฒนาผลิตภัณฑ์และการให้บริการ

7. จัดทำรายงาน เช่น ข้อมูลสถิติการให้บริการต่างๆ ของหน่วยงาน และนำเสนอ In bound call การให้บริการเรื่องต่างๆ ของฝ่าย

Qualifications :

1. ปริญญาตรี สาขา บริหารธุรกิจ / การเงิน/ เศรษฐศาสตร์ / หรือสาขาอื่น ๆ ที่เกี่ยวข้อง

2. มี IC หรือมี IP License

3. มีประสบการณ์ทำงานด้านกองทุนรวมจะพิจารณาเป็นพิเศษ

4. มี Service Mind มีใจรักงานด้านบริการ และมองโลกในแง่ดี

5. มีมนุษยสัมพันธ์ดี สามารถติดต่อประสานงานและร่วมงานกับผู้อื่นได้เป็นอย่างดี

6. มีไหวพริบดี สามารถแก้ปัญหาต่าง ๆ ที่เกี่ยวข้องในงานได้

7. มีความคิดสร้างสรรค์ และสามารถจัดลำดับวางแผนงานได้ดี

8. สามารถทำงานพร้อมกันได้หลายอย่างในขณะเดียวกัน (Multi-tasking Skills)

9. ใช้โปรแกรม MS Office ได้ดี

10. ใช้ภาษาอังกฤษได้ดี

Descriptions:

Key Responsibilities:
 

Financial Planning and Forecasting:

1. Develop and maintain annual budgets, quarterly forecasts, and rolling forecasts to support strategic, operational objectives and ensure alignment with business objectives

2. Analyze revenue, expense, and profitability trends across business lines to deliver actionable financial insights

3. Review of actual OPEX and CAPEX against budget

Financial Modeling, Variance Analysis and Reporting:
 

1. Monitor actual performance against budgets and forecasts, identify variances, and provide actionable insights

2. Prepare and deliver monthly management reports, including financial modelling, detailed financial analysis, and related financial reports

3. Conduct routine management reports and ad-hoc report to support strategic decision (flash report, monthly management report, and BODs meeting paper)

4. Review company P&L and gap analysis, to ensure the performances comply with accounting standards and strategic direction

5. Monitor unplanned budget and prepare budget transferring process in the system

Business Partner:
 

1. Work closely with senior management and business units to provide and support information and strategic decisions

2. Coordinate with accounting and relevant stakeholders

Process Improvement:
 

1. Identify inefficiencies in financial planning processes and implement enhancements to improve the accuracy, timeliness, and effectiveness of reporting and forecasting

Qualifications:

1. Bachelor’s Degree or higher in Accounting, Finance, and/or related fields

2. Minimum 5 years of experience in area of FP&A, financial analysis, budgeting, or accounting audit experience

3. Experience in financial modeling, management accounting, or cost analysis will be an advantage.

4. Advanced proficiency in Excel, financial modeling, and reporting tools; familiarity with Microsoft, Power BI, or other data analytics

5. Able to learn fast, problem solving, handle multi-tasking, and prioritize in a demanding environment skill

6. Self-motivated, detail-oriented, and able to work independently under tight deadlines

7. Good written and spoken English

Descriptions :

1. Manage and maintain relationships with corporate and institutional clients for Provident Fund (PVD) services

2. Recruit new corporate clients and grow existing accounts to achieve target AUM and fee income

3. Prepare and present proposals in accordance with clients’ TOR to secure PVD mandates

4. Provide tailor-made Provident Fund solutions to meet clients’ needs

5. Advise clients on fund setup, fund changes, and PVD communication/promotion to employees

6. Coordinate fund performance updates and reports as required

Ensure full compliance with applicable laws, regulations, and internal policiesQualifications :

1. Bachelor’s degree or higher in Business Administration or related fields

2. Investment Planner License required; CFP license is an advantage

3. Experience in Asset Management business, especially private fund and/or provident fund marketing

4. Strong corporate or institutional client-facing experience

5. Excellent communication and interpersonal skills

6. Ability to work independently, multitask, and manage priorities effectively

Descriptions:

1. Manage assigned portfolios as part of a Foreign Investment Fund Team which includes mutual funds (feeder and fund of funds), provident funds, and private funds in pursuit of outperformance over the assigned benchmark and/or designated target return

2. Analyze factors influencing foreign exchange market in order to generate and recommend FX investment strategy

3. Handle portfolio management activities including executing trades and dealing with orders across various investment products such as FX (spot and derivatives), ETFs, Stocks, and offshore mutual funds in accordance with the team’s process and strategy

4. Conduct study on a variety of global assets and markets as assigned, and be able to form investment recommendation and constructively discuss market outlook with other team members

5. Keep updating foreign master fund performance, market outlook, and investment strategy

6. Help prepare due diligence documents requested by trading counterparties to ensure trading process runs smoothly

7. Conduct trade modeling, investment analysis, performance attribution, or any other tasks that might be required

Qualifications :

1. Bachelor’s Degree or higher in Economics, Finance, Business or related fields

2. Minimum experience of 2 years with asset management firms

3. Fresh graduates with outstanding background will be considered

4. Strong analytical skills in both qualitative and quantitative methods

5. High computer proficiency in Microsoft Office, especially in Microsoft Excel

6. Proficiency to code in VBA or Python will be considered more favorably

7. Good command of written and spoken in English

8. Passing at least one level of CFA or CISA will be an advantage

Descriptions :

1. Prepare and deliver appropriate presentations on products/services

2. Gather and analyze product with mutual fund industry to improve services for Investment planner and Selling agents

3. Review and analyze clients’ risk profile and assist on client asset allocation portfolio

4. Implement marketing/sales campaigns to boost SCBAM’s AUM and revenues

5. Regularly visit the Investment planner, Selling agents and clients for tightening relationship

6. Update economic, fund insights and market trends to Agents, Investment planners and clients on a daily, weekly and monthly basis

Qualifications :

1. Bachelor’s degree or higher in finance/marketing

2. Experienced in mutual fund business or related field over 3-5 years

3. IC/IP licenses

4. Excellent in communication skill

Descriptions :

1. Develop sustainability investment integration and stewardship workflow and

2. Develop materiality framework for different industries.

3. Develop SCBAM ESG score for investees – initiate, regularly monitor.

4. Co-work with investment managers (analysts and fund managers) to integrate sustainability factors to investment analysis and decision making.

5. ESG stewardship

6. Engagement with companies

7. ESG proxy voting

8. ESG incorporation

9. ESG integration to financial forecast and asset valuation

10. Keep up-to-date good ESG practice in advanced market to improve scoring framework.

Qualifications :

1. Bachelor’s degree or higher in Environmental Engineer, Finance, or a related field with a strong emphasis on sustainability and ESG (Environmental, Social, and Governance) principles.

2. Minimum of 5 years of experience in sustainability investment analysis, ESG scoring, and integration within a financial services environment.

3. Proven track record of developing and implementing sustainability frameworks and ESG integration strategies.

4. Strong analytical skills with the ability to develop materiality frameworks and conduct ESG scoring.

5. In-depth knowledge of current ESG practices in advanced markets and the ability to stay up-to-date with emerging trends.

6. Excellent communication and interpersonal skills for effective engagement with stakeholders.

Key Responsibilities

KPI, SLA & Performance Monitoring

1. Monitor, analyze, and report key performance indicators (KPIs) and service level agreements (SLAs), including Service Level, AHT, FCR, Productivity, and Customer Satisfaction.

2. Identify performance gaps, root causes, and improvement opportunities, and provide data‑driven recommendations.

3. Generate alerts and incident notifications when abnormal service or operational performance is detected.

Call Monitoring, Quality Assurance & Service Excellence

1. Conduct call monitoring and quality evaluations to ensure accuracy, compliance, professionalism, and service standards.

2. Provide structured coaching feedback, support call calibration sessions, and prepare QA reports to drive continuous service improvement.

3. Collaborate with SCB Customer Service teams on service quality initiatives, process enhancements, and frontline performance improvement.

Customer Service Operations & Workforce Performance Support

1. Support customer inquiries, complaints, service requests, and retention activities in line with approved service standards and regulatory requirements.

2. Manage service tickets and documentation, ensuring proper escalation, resolution, and SLA compliance.

3. Support workforce performance through call volume analysis, real‑time monitoring, scheduling support, and productivity optimization.

4. Coordinate with Investment, Risk & Compliance, IT, and related teams to manage service incidents and operational issues impacting customer experience.

Data Infrastructure, Reporting & Visualization

1. Design, develop, and maintain management dashboards and analytical reports using BI tools (e.g., Power BI, Tableau).

2. Support the development and standardization of end‑to‑end data processes, including data collection, validation, analysis, and visualization.

3. Ensure reporting accuracy, consistency, and timeliness to enable effective data‑driven management.

4. Translate complex quantitative and qualitative data into actionable insights to support strategic planning and management decision‑making.

5. Support ad‑hoc and strategic analysis requests from internal and external stakeholders.

Qualifications & Experience

Education

1. Bachelor’s degree or higher in Data Science, Data Analytics, Statistics, Business Administration, Economics, Information Technology, Mathematics, or related fields.

2. Master’s degree is an advantage.

Professional Experience

1. 5-7 years of experience in Data analytics, Customer service operations, Quality assurance, Workforce management, or related roles.

2. Experience in Asset Management, Banking, Financial Services, or Call Center / Contact Center operations is highly preferred.

3. Experience in call monitoring, quality control, coaching, or service excellence programs is a strong advantage.

Technical & Analytical Skills

1. Advanced proficiency in Excel (Pivot Tables, VLOOKUP, data modeling, reporting).

2. Proficient in at least one data visualization platform (Power BI, Tableau, or equivalent).

3. Strong understanding of statistical analysis, performance metrics, and operational dashboards.

4. Working knowledge of SQL, Python/R, or other analytical tools is an advantage.

5. Excellent presentation skills with the ability to translate complex data into clear business insights.

Personal Attributes

1. Strong service mindset with exceptional customer empathy.

2. Able to handle pressure, ambiguity, and difficult customer situations with professionalism.

3. Strategic thinker with hands-on execution capability.

4. Organized, precise, adaptable, and results‑driven.

5. Fluent in Thai; strong spoken and written English.

Key Responsibilities

Call Center Platforms, CRM, IVR & Process Enablement

1. Own and continuously improve IVR design, call flow, and CRM integration to ensure seamless routing and handoffs.

2. Ensure CRM systems fully support case tracking, SLA management, resolution quality, and agent workflows.

3. Partner with IT and Digital teams to streamline tools, automate repetitive processes, and improve agent productivity.

4. Champion the effective adoption and measurable impact of Call Center systems and customer management tools.

Call Center Strategy, Service Excellence & Case Resolution Ownership

1. Own the end‑to‑end Call Center customer experience, covering service design, case handling, resolution effectiveness, and customer satisfaction outcomes.

2. Ensure all customer cases are fully resolved (“case closed”), not merely responded to, with clear accountability across teams.

3. Drive a solution‑oriented service culture, prioritizing first contact resolution, efficiency, and customer confidence.

4. Minimize complaint escalation to regulators and external parties, proactively safeguarding SCBAM’s brand and reputation.

5. Establish service frameworks, standards, and governance for high‑risk and sensitive customer cases.

Voice of Customer, Analytics & Performance Management

1. Design and manage end‑to‑end Transactional Feedback (VoC) programs across Call Center and service touchpoints.

2. Analyze VoC data, call drivers, complaint themes, and customer journeys to identify pain points and improvement opportunities.

3. Define and track Call Center & customer performance KPIs, dashboards, and reporting strategy.

4. Leverage analytics tools (Advanced Excel, Power BI, Python, Generative AI) to improve segmentation, prioritization, forecasting, retention, and cross‑sell insights.

5. Translate insights into clear, actionable recommendations for Management and Executive Committee, ensuring feedback leads to real change.

Cross‑Functional Leadership & Capability Building

1. Ensure accuracy, completeness, security, and regulatory compliance of customer and Call Center data.

2. Lead customer‑related and data quality initiatives including de‑duplication, correction, monitoring, and reporting.

3. Act as a key connector between Call Center, Operations, Marketing, Product, Digital, Compliance, and IT with a focus on call center systems, operational workflows, and performance management.

4. Provide structured feedback to improve products, processes, policies, and facilities based on customer insights.

5. Build team capability by supplying performance data and behavioral insights to support effective team coaching, mentoring, and skill enhancement, driving a resilient and high-performing service culture.

Complaint Management, Escalation Control & Regulatory Interface

1. Rapidly assess case backgrounds, identify root causes, and understand customer needs and expectations.

2. Lead end‑to‑end case management, coordinating Call Center, Operations, Legal, IT, and external partners as required.

3. Design practical dispute resolution and settlement approaches that balance customer fairness, regulatory compliance, and business integrity.

4. Track resolution timelines, ensure closure, analyze recurring issues to drive systemic, and preventive improvements.

Qualifications & Experience

Education

1. Master’s degree in Marketing, Statistics, Business Administration, Economics, Management, or related fields.

Experience

1. 7-10 years of experience in Call Center Management, CRM, Customer Experience (CX), Data Analytics, or Customer Operations.

2. Demonstrated experience in Global or Thai Asset Management, Banking, Financial Services, Telecommunications, or similarly regulated industries is a strong advantage

3. Proven experience managing complex complaints, regulatory-sensitive cases, and high-volume customer operations.

Core Competencies

1. Deep understanding of Call Center operations, complaint management, IVR, CRM, and customer journey design.

2. Strong analytical and systematic thinking with the ability to present insights at executive level.

3. Advanced proficiency in Excel, CRM systems, and BI tools (Power BI preferred).

4. Excellent project management, stakeholder management, and problem‑solving skills.

5. High integrity, discretion, and strong sense of accountability.

Personal Attributes

1. Strong service mindset with exceptional customer empathy.

2. Able to handle pressure, ambiguity, and difficult customer situations with professionalism.

3. Strategic thinker with hands-on execution capability.

4. Organized, precise, adaptable, and results‑driven.

5. Fluent in Thai; strong spoken and written English.