Relationship Manager
Philam Asset Management, Inc
Total years of experience :10 years, 6 Months
• Conduct agency seminars in assigned regions and sectors to introduce mutual funds, impart the basic skills needed to understand, appreciate and effectively sell the funds and cascade sales strategies.
• Conducts trainings for agents to prepare them for the investment company representative certification administered by Securities and Exchange Commission.
• Initiates marketing calls to prospective clients.
• Prepares investment proposals for both direct marketing clients and agency referrals.
• Discuss investment options to clients.
• Coordinates with the different departments (treasury and business relations unit) to facilitate and ensure proper booking of investments and redemptions.
• Prepares sales reports on a weekly basis.
• Performs other duties that may be assigned by the superior from time to time.
• Handles 150 financial advisors in Davao region.
• Manages over Php800M in asset under management.
• In charge in retail sales of advertising materials in Davao region.
* In charge in retail sales of automotive glasses in Davao region.
• Achieving sales targets
• Prepares sales reports on a monthly basis.
• Performs other duties that may be assigned by the superior from time to time.
• Exceeded monthly sales targets.
• Performs outbound calls and offers financial products to prospective clients.
• Prepares sales reports on a monthly basis.
• Pioneering in Davao City.
Graduated with honors
