(Cover)

Professional bachelor degree

in Finance-Banking-Insurance
(Customer relationships management)

WORK PLACEMENT REPORT

Company: (Name of the company / logo)

Project title

Names of student: ......................................

University year: ......................................

Tutor at TMU: ……….

Tutor at USTV:

Tutor at (Company): ...................................

Hanoi - 2023
TABLE OF CONTENTS
LIST OF TABLES

 LIST OF FIGURES
 Introduction

The context of the internship, the issue, the topic, the main question, presentation of the
plan, a few lines to describe how this part/subpart helps to resolve the issue
 PART 1: OVERVIEW OF (COMPANY), (HOST FIRM) AND THE INTERNSHIP

(2-3 pages)

1.1 Company: (1/3 pages maximum)

● Name, slogan: “For a prosperity Vietnam”

● Location: 89 Lang Ha, Dong Da, Hanoi

● Legal status: Joint-stock company

● Geographical development: 230 transaction points, 61 branches and 166 transaction

offices
● Number of employees: 29,104

● Date of creation: August 12, 1993

● Activity : range of products, target, competition: retail banking, consumer credit,

household banking, and small and medium enterprises credit services

Vpbank's customers are all individuals and organizations wishing to use

financial and credit services issued by the bank. It may be a foreigner with a
household registration in Vietnam and the condition of being at least 18 years
ofage or may be responsible before the law for his / her conduct

Vietnam Prosperity Joint-Stock Commercial Bank

Joint Stock Commercial Bank for Investment and Development of Vietnam

Vietnam Technological and Commercial Joint Stock Bank

Vietnam International Commercial Joint Stock Bank

Tien Phong Commercial Joint Stock Bank

1.2 Host Firm: (2/3 pages maximum)

● Location

● Number of employees

● Date of creation

● Activity : range of products, target, competition

1.3 Introduction of my internship: (2 pages maximum)

● Why the topic

● Internship plan
Table (Number): Internship plan at (Company), (Host firm)

Date Task / Mission Outcome

From:... To:... Task 1 / Mission 1: Learn

in particular ..............

From:... To:... Task 2 / Mission 2: learn

negotiate with the
customer

From:... To:... Task 3 / Mission 3: Analyse

the SWOT matrix

.......
 PART 2: INTERNSHIP IMPLEMENTATION AT (COMPANY), (HOST FIRM)

(12-15 pages)

2.1 The internship position, responsibilities and tasks (4-5 pages)

2.1.1 Department structure and internship position

(describe your position and relationship to other staffs in your department)

Graphic documents (maps, plans, organisation charts, curves and charts) are
recommended. They must always be accompanied with a caption and a heading.

2.1.2 Business procedure and work placement responsibilities

(describe your responsibilities and your competence)

Graphic documents (maps, plans, organisation charts, curves and charts) are
recommended. They must always be accompanied with a caption and a heading.

Focus on your topic, your service pack, your company and your host firm

2.1.3 Daily tasks

(describe your daily tasks at your company and host-firm)

Graphic documents (maps, plans, organisation charts, curves and charts) are
recommended. They must always be accompanied with a caption and a heading.

2.2 Some business cases (5-6 pages)

2.2.1 Case No1 (failed - customer risk)

● The information of financial products and services: name, type, size, fee,...

● The information of (a real) customer: ID, address, age, sex,

● The financial position of customer

● The customer risk

● Negotiations and result

2.2.2 Case No2 (failed – customer’s needs)

● The information of financial products and services: name, type, size, fee,...
● The information of (a real) customer: ID, address, age, sex,

● The financial position of customer

● The customer risk

● Negotiations and result

2.2.3 Case No3 (successed)

● The information of financial products and services: name, type, size, fee,...

● The information of (a real) customer: ID, address, age, sex,

● The financial position of customer

● The customer risk

● Negotiations and result

2.2.3 Case No4 (successed)

● The information of financial products and services: name, type, size, fee,...

● The information of (a real) customer: ID, address, age, sex,

● The financial position of customer

● The customer risk

● Negotiations and result

2.2.3 Case No5 (risk and loss)

● The information of financial products and services: name, type, size, fee,...

● The information of (a real) customer: ID, address, age, sex,

● The financial position of customer

● The customer risk

Negotiations and result

2.3 Service analysis

2.3.1 Customer research

(present the information you have gathered from customer research)

 Graphic documents (maps, plans, organisation charts, curves and charts) are
recommended. They must always be accompanied with a caption and a heading.

2.3.2 Competitor analysis

(present the results of your competitor analysis)

Graphic documents (maps, plans, organisation charts, curves and charts) are
recommended. They must always be accompanied with a caption and a heading.

2.3.3 SWOT analysis

(present the SWOT analysis of your firm)

Graphic documents (maps, plans, organisation charts, curves and charts) are
recommended. They must always be accompanied with a caption and a heading.

2.4 KPI and KPR (3-4 pages)

2.4.1 Key performance Indicator – KPI

(describe the KPI of your department, KPI of a permament staff and Your KPI (if any)
in your internship period)

2.4.2 Key performance results – KPR

(describe the KPR of your department, KPR of a permament staff and your KPR (if
any) in your internship period)

● New custumer: saving and/or loans

● New contract: saving and/or loans

● New account, new cards

● ...

Graphic documents (plans, curves and charts) are recommended. They must always
be accompanied with a caption and a heading.

2.4.3 Host firm assessment and recommendation

(describe your assessment and recommendation to your host firm)

 PART 3: INTERNSHIP ASSESSMENT

(3-6 pages)

3.1 The difficulties encountered (1-2 pages)

● Analyse the difficulties encountered

● Express your thoughts, the possible leads of action

3.2 Internship gained (1-2 pages)

● Knowledge gained

● Experience gained

● Skills improvement

3.3. Career plan

● Short-term

● Medium-term

● Long-term
Conclusion
APPENDICES
LIST OF REFERENCES
 INTERN ASSESSMENT FORM
(To be completed by the Intern Supervisor)

Student Intern Name: Date of Internship:

The purpose of this form is to provide the intern with feedback about the intern’s
work and professional skills and competencies. Please be objective and candid in
your assessment and discuss this with the intern. The assessment ratings ranges
from 1 to 5 are as follows (circle the appropriate number):
1= Unsatisfactory Never demonstrates this ability / does not meet expectations
2= Needs
Improvement Seldom demonstrates this ability / rarely meets expectations
3= Fair Sometimes demonstrates this ability / meets expectations
Usually demonstrates this ability / sometimes exceed
4= Good expectations
Always demonstrates this ability / consistently exceeds
5= Excellent expectations

Student Intern assessment (Circle the appropriate number)

A. Ability to Learn

1. Observes and/or pays attention to others. 1 2 3 4 5

2. Asks pertinent and purposeful questions. 1 2 3 4 5

3. Seeks out and utilizes appropriate resources. 1 2 3 4 5

4. Accepts responsibility for mistakes and learns from experiences. 1 2 3 4 5

5. Open to new experiences; takes appropriate risks. 1 2 3 4 5

B. Reading / Writing / Computation Skills

1. Reads, comprehends and follows written materials. 1 2 3 4 5

2. Communicates ideas and concepts clearly in writing. 1 2 3 4 5

3. Works with mathematical procedures appropriate for the 1 2 3 4 5

assigned duties.

C. Listening and Oral Communication Skills

1. Listens to others in an active and attentive manner. 1 2 3 4 5

2. Comprehends and follows verbal instructions. 1 2 3 4 5

3. Effectively participates in meetings or group settings. 1 2 3 4 5

4. Demonstrates effective verbal communication skills. 1 2 3 4 5

D. Creative Thinking and Problem Solving Skills

 1. Seeks to comprehend and understand the “big picture”. 1 2 3 4 5

2. Breaks down complex tasks/problems into manageable pieces. 1 2 3 4 5

3. Brainstorms/develops options and ideas. 1 2 3 4 5

4. Respects input and ideas from other sources and people. 1 2 3 4 5

5. Demonstrates an analytical capacity. 1 2 3 4 5

E. Professional and Career Development Skills

1. Seeks to understand personal strengths and weaknesses. 1 2 3 4 5

2. Exhibits self-motivated approach to work. 1 2 3 4 5

3. Demonstrates ability to set appropriate priorities/goals. 1 2 3 4 5

4. Exhibits professional behavior and attitude. 1 2 3 4 5

5. Manages personal expectations consistent with work role. 1 2 3 4 5

6. Shows interest in determining career direction. 1 2 3 4 5

F. Interpersonal and Teamwork Skills

1. Relates to co-workers/team members effectively. 1 2 3 4 5

2. Manages and resolves conflicts in an effective manner. 1 2 3 4 5

3. Supports and contributes to a team atmosphere. 1 2 3 4 5

4. Controls emotions in a manner appropriate for work. 1 2 3 4 5

5. Demonstrates assertive but appropriate behavior. 1 2 3 4 5

G. Organizational Effectiveness Skills

1. Seeks to understand and support the organization’s 1 2 3 4 5

mission/goals.

2. Fits in with the norms and expectations of the organization. 1 2 3 4 5

3. Works within appropriate authority and decision-making 1 2 3 4 5

channels.

4. Demonstrates a sense of responsibility and confidentiality. 1 2 3 4 5

5. Interacts effectively and appropriately with supervisor. 1 2 3 4 5

H. Basic Work Skills

1. Reports to work as scheduled. 1 2 3 4 5

2. Is prompt in showing up to work and meetings. 1 2 3 4 5

3. Exhibits a positive and constructive attitude. 1 2 3 4 5

4. Brings a sense of values and integrity to the job. 1 2 3 4 5

5. Behaves in an ethical and professional manner. 1 2 3 4 5

Overall Performance
1. Would you supervise this intern again? Yes No Uncertain

If no, please explain:

………………………….................................................................

………………………….................................................................

2. Would your organization host this intern again? Yes No Uncertain

If no, please explain:

………………………….................................................................

………………………….................................................................

3. Would you recommend this student to other organizations? Yes No Uncertain

If no, please explain:

………………………….................................................................

………………………….................................................................

4. Overall performance of this intern 1 2 3 4 5

Additional Comments (Please list any additional comments here):

…………………………………………………………………………………………………
…………………………………………………………………………………………………
…………………………………………………………………………………………………
 ___ I have ___ I have not discussed this assessment with the intern.

Intern Supervisor Name: Date of Assessment:

Signature: