Bancassurance
BPI Philam Life Assurance Corp.
Total years of experience :16 years, 8 Months
* Responsible for sales performance by selling insurance with the component of investment fund and do planning financial interviews using the survey form provided to identify the needs of the client and make a structured presentation processes to tailorfit clients specific given products that is based on its risk profile or risk appetite.
* Responsible to a leverage on face-to-face contacts and awareness about the financial conditions of customers to sell insurance products.
* Acquisition of new business cross selling to all bank products like personal loans, housing loans, auto loans, investments, non life insurance and credit cards.
* Provide customers with both the good services under one roof (e.g.: after sales concern) to improve overall customer satisfaction resulting in higher customer retention levels and good relationship between the clients and the company. Build good relationship management in assigned branch area.
*Maintain proper grooming in a professional appearance with good attitude and with excellent persuasive verbal good communication skills.
*Responsible for all marketing strategies and activities within the company.
*Participate all marketing promotions and outdoor activities mall display, house to house visit saturation and meeting prospects to clients prefered time and venue.
*Develop buyers by maintaining rapport with previous customers to get more referals; suggesting trade-ins and what to buy, greeting drop-ins, responding to inquiries and concerns, promote sales campaigns and promos.
*Makes key decision regarding product distribution, budgeting, branding, and sales.Develop an in-depth understanding of the current car inventory and use and utilize the knowledge to encourage customers to make a purchase.
*Maintin proper professional appearance, good attitude and excellent persuasive in verbal communication skills.
Field and showroom Sales. Selling a high end pre selling condominium at The Residences at The Westin Manila. Generate leads in field of mall manning, events and personal network. Do the marketing in socialmedia ads and presentation powerpoint to gain prospects and generate sales. Travel in any places locally for saturation and event purpose.
*Responsible for all marketing strategies and activities within the company.
*Participate all marketing promotions and outdoor activities mall display, house to house visit saturation and meeting prospects to clients prefered time and venue.
*Develop buyers by maintaining rapport with previous customers to get more referals; suggesting trade-ins and what to buy, greeting drop-ins, responding to inquiries and concerns, promote sales campaigns and promos.
*Makes key decision regarding product distribution, budgeting, branding, and sales.Develop an in-depth understanding of the current car inventory and use and utilize the knowledge to encourage customers to make a purchase.
*Maintin proper professional appearance, good attitude and excellent persuasive in verbal communication skills.
*Achieve monthly target and sell with a good gross pofit per transaction to gain more imcome.
• Develop new Accounts, sending proposals to prospective clients and prepares business presentation for business proposal.
• Maintain good relationship with the clients.
• Prepares and safekeeping service contracts agreement of clients and monitoring of contract period two months prior to their expiration for possible renewal.
• Prepares regular reports for Business Development and Accounts Management Sections and submits copies to the Officer, Director and Chairman every scheduled submission.
• Prepares and updating Company profile in Microsoft Power Point.
• Assist in Marketing activities, promotions, operations and admin task.
• Prepare and expedite documents for private bidding.
• Safekeeping all Admin. Government and Confidential Documents ( business permits, SEC Reg. - Articles of inc. and by Laws, Reg., D.O. 18, Sales Report )
• Provide quotations every job order served with the agreed admin fee for the billing rate (including tax withheld, government mandated, overtime, night differential, holiday pay)
• Attends queries and concerns of Client, and prepares JOs on timely basis (JO report update status of JOs including date requested, number of JOs served in process.
• Prepare monthly sales reports.
Merchandise Planning & Control Staff - MPC Staff
• Checked & Finalized Memo for sending in all Waltermart branches for final implementation.
• Generate weekly report on sales and inventory on hand in all branches for NESTLE & COKE supplier.
• Safekeeping of all files: Promotional & Departmental Memorandum.
• Provide Monthly Report of Promotional & Departmental Memorandum to all Store head, Store Operations & Store Accountant.
• Assist in handling Masterfile Clean Up through JDA MMS processing of New item/SKU, Item Revision, Reclassification, competitive checking, Price & Cost Adjustment & Processing of Memo.
Assistant to the counter cashier, checked and preparing all the materials needed by the cashier counter before doing any business transaction.
• Authorized to check aunthenticity of the card and approved to all types of debit and credit cards before doing any transactions.
• Provide daily report in all debit cards receipts transactions.
* Sell at least 10 SM advantage memebership cards in a day.
Secretary/Planning Production Clerk/Accounting Assistant)
• Answered phone calls, emails, fax message and entertained clients from foreign countries.
• Encode and printing a LABEL for items to be shipped out.
• Checked & received daily requisition form for filing and records purposes.
• Update daily inventory material stock per Job order.
• Provide Monthly Summary Report of all Job Order Materials Releases & Plant Improvements.
• Preparing a liquidation report expenses and payroll of Contractual Employees.
• Typing voucher for all contractual Employees, printing pay slip prior to payroll day, deposit and withdraw fund for payroll and petty cash.
• Computing Labor Cost per Job order.
Loyalty Awardee
