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Gwin Carlo Colacion, Bulk Acquisition Supervisor (WPS)

Gwin Carlo Colacion

Bulk Acquisition Supervisor (WPS)·Qatar Islamic Bank

Qatar

Bachelor's degree, Economics

Work experience

Total years of experience: 17 years, 0 months

Bulk Acquisition Supervisor (WPS)

August 2015 - July 2022

Qatar Islamic Bank

Doha, Qatar

August 2015 - July 2022

• Manage the daily workflow of the WPS Bulk Acquisition Team.
• Enforce the bank’s policies, rules, and regulations for WPS Payroll Account Opening.
• Conduct auditing works by securing company documents are valid and complete while ensuring that company information is updated in the bank’s system prior to WPS payroll agreement approval.
• Carry on KYC responsibility by thoroughly checking payroll account opening forms resulting in low rejection rate from Ops Team while abiding with the directives from Compliance Team.
• Perform administrative tasks such as maintaining MIS records, document control and email correspondence to companies who have WPS related queries.
• Prepare and present relevant MIS on a periodic basis to the Sales Unit Head.
• Supervise the account opening of approx. 180, 000 payroll accounts.
• Supervise the collection of corporate payroll agreements from approx. 9, 000 companies.
• Supervise the reopening of approx. 3, 000 closed payroll accounts.
• Supervise the reactivation of approx. 300 dormant payroll accounts.
• Supervise the cross-selling of approx. 2, 400 family shield insurance to payroll account holders.
Company industry:
Banking
Job role:
Banking

Direct Sales Officer

August 2011 - August 2015

Qatar Islamic Bank

Doha, Qatar

August 2011 - August 2015

• Manage sales of multiple products like personal finance, credit card and insurance.
• Facilitate the application of new companies with good business profile to be approved in the bank.
• Generate leads from listed companies to source current account and personal finance customers.
• Establish new clientele through networking by asking for referrals from friends and old customers.
• Develop marketing strategies to compete with other individuals or companies to meet average monthly target.
• Ensure that all policy requirements are fulfilled, including any necessary medical history record (health declaration) and the completion of appropriate forms for insurance applications.
• Explain features, advantages and benefits of different family shield insurance policies and credit cards to enhance cross-selling of these products to customers who already took personal finance.
• Effectively managed daily schedule and routine from meeting customers to completing applications.
Company industry:
Banking
Job role:
Sales

Marketing Executive

October 2008 - July 2011

Vakson Real Estate

United Arab Emirates

October 2008 - July 2011

• Assist customers inquiring about real estate properties across Dubai.
• Perform administrative tasks, such as maintaining records and handling tenancy contract renewals.
• Collect building service charges from property owners.
• Cross-sell of in-house leasing services.
Company industry:
Real Estate
Job role:
Marketing and PR

Data Processing Executive

February 2007 - March 2008

Hong Kong Shanghai Banking Corporation (Manila)

Quezon City, Philippines

February 2007 - March 2008

• Assist HSBC’s UK-based customers inquiring about their bank account, debit and credit cards.
• Cross-sell the best possible product/service according to the customer’s respective needs such as
personal bank accounts, credit card repayment protector, personal loans, insurance and mortgage.
• Effectively managing client expectations.
• Process cancellation or blocking of lost and stolen cards.
Company industry:
Banking
Job role:
Customer Service and Call Center

Inbound Sales Representative

June 2006 - February 2007

Dell Computers

United Arab Emirates

June 2006 - February 2007

Assist Dell’s US-based customers inquiring about new laptop and desktop computers.
• Cross-sell specs upgrade, accessories and other related services like warranty extension based on the
customer’s respective needs and preferences.
Company industry:
Computer Hardware & High-Tech Manufacture
Job role:
Sales

Research Assistant

February 2006 - April 2006

February 2006 - April 2006

University of the Philippines in collaboration with EEPSEA (Iloilo)
Job role:
Research and Development

Army Officer

January 2000 - January 2001

January 2000 - January 2001

Class Valedictorian (A. Montes I Elementary School, Batch 1997)
Job role:
Administration

Education

University of the Philippines

April 2005

April 2005

Bachelor's degree, Economics

Philippines

Bachelor of Science Major in Economcs

Iloilo National High School

April 2001

April 2001

High school or equivalent, high school

Philippines

Skills

Facilities
Expert
Facilities
Expert
Research
Expert
Research
Expert
Inbound
Expert
Inbound
Expert
Mail
Expert
Mail
Expert
Outbound
Expert
Outbound
Expert
FORMS
Expert
FORMS
Expert
INSURANCE
Expert
INSURANCE
Expert
MIS
Expert
MIS
Expert
POLICY ANALYSIS
Expert
POLICY ANALYSIS
Expert
SALES
Expert
SALES
Expert
ADMINISTRATION
Expert
ADMINISTRATION
Expert
AUDITING
Expert
AUDITING
Expert
CREDIT
Expert
CREDIT
Expert
CUSTOMER RELATIONS
Expert
CUSTOMER RELATIONS
Expert
MICROSOFT WORKS
Expert
MICROSOFT WORKS
Expert
Facilities
Expert
Facilities
Expert
Research
Expert
Research
Expert
Inbound
Expert
Inbound
Expert
Mail
Expert
Mail
Expert
Outbound
Expert
Outbound
Expert

Languages

English
Native Speaker
Tagalog
Native Speaker
Arabic
Beginner

Training and Certifications

Certifications
Anti-Money Laundering & Combating Terrorism Financing in Banking Certificate
Jan 2019
Training
Executive Training for Finance Operation in Islamic Banking
Qatar Islamic Bank
Jan 2012
DST Consultative Selling Skills Accreditation Workshop
Qatar Islamic Bank
Jan 2011

Hobbies

  • Playing board games
    School representative for district meet for chess. Excel in playing scrabble.
  • Basketball
    U.P. Men's Basketball Varsity Player (A.Y. 2001-2005)