Business Development EXecutive
InfoFort LLC
Total years of experience :31 years, 3 Months
Develop key prospects from multiple sources including social media, prospects lists, discovery and individual research
Grow new business by introducing InfoFort different services and solutions to identified key prospects within targeted markets
Build and cultivate prospect relationships
Conduct follow-up communication in order to move opportunities through the sales funnel
Grow existing customers, and identify potential customers for supply chain and information management solutions
• Managed customer inquiries, problems, requests and suggestions; determines appropriate responses
• Initiated sales process through telemarketing, developing proposals, market research and supports Customer relationship managers to closing sales deals.
•Managed and oversee the entire administrative operations of the organization.
•Created daily sales database including complete details of customers and suppliers.
•Organized the availability of items directly with the suppliers and internal units specifically Purchasing Department.
•Maintained and sustained customer satisfaction. Increased customer
feed backs by 80%.
•Integrated corporate branding via customer care and Total Quality Management Cross selling.
•Accomplished all types of reports on demand.
•Improved documentation of confirmed purchase orders.
•Managed prompt & efficient flow of product delivery.
•Handled customer complaints, inquiries and after sales requests.
Accounts Specialist
•Record all the daily transactions.
•Maintain the Company Ledger
•Preparing a daily statement of the office expenditures (Cash on Hand).
•Managing files of contract between the company and clients.
•Dealing with the bank.
•Create reconciliation reports
•Handles Petty Cash flow and maintenance
•Assist in finalization process of Accountants
•Make all types of reports on demand.
HR & Admin Assistant
•Assist in developing, documenting and effectively implementing Admin policies, programs, practices and procedures aligned with organization’s strategy
•Assist in managing and administering the Office Payroll System, help in maintaining Employee Relations
•Accountable for complete HR activities including re-sourcing, recruitment & selection, compensation & benefits, employee relations, job evaluation, training-development, HR policies & procedures, payroll, designing/implementing HR strategies, monitoring absenteeism and leaves.
•Reviewing and developing all HR policies and procedures recommending and consulting on change as necessary.
•Maintaining constant communication with the staff and providing facilities for company’s growth.
•Directly coordinates with the P.RO. on all Labor related issues
Administration Duties
•Manage and oversee the entire administrative operations of the organization.
•Handle the routine office management functions, deal with clients, and maintain corporate relations.
•Coordinate and plan for office services such as equipment, supplies, forms, disposal of assets and maintenance. Prepare periodic reports and correspondence.
•Maintain proper records of incoming and outgoing correspondence; file documents and letters in a systematic manner and keep all assigned files up to date.
•Maintains inventory of office supplies
•Take down Minutes of the Meetings
•Analyzed credit facilities of corporate accounts. Prepared business proposals on credit continuance and deposit maintenance.
•Closely monitored movements of balances & available credit lines to ensure accurate flow of daily transactions
•Supervised in ensuring accuracy of details reported in the schedule of payments provided to clients
•Created solid relationship with clients by providing them reports & forecasts on their dealings, present & future
•Provided excellent customer assistance by making certain that quality services are being provided and better results are achieved
•Prepared annual budget and analyzes cost variances of the department
•Accomplished dealings by initiating communications with clients to prompt them on their funding and open windows for choices for them to be able to meet their needs & demands
Accounts and Credit/Financial Analyst
•Established credit facilities, solicited and marketed Top 1000 Corporate accounts.
•Serviced daily transactions (i.e. Loan, Import & Export, Deposits, Foreign Exchange, and Remittances, among others) of the Bank’s total relationship with 80 of the country’s top 200 local and multinational corporations
•Ensured the proper flow of transactions with the Bank’s operating units, (i.e. Loans Operations, International Operations, Foreign, Treasury, Remittance Departments and Branches nationwide)
•Marketed (cross-sell) various products of the Bank to corporate clients.
•Prepared letter correspondences, offering memos, initial credit memos and call reports.
•Conducted service enhancement to fellow employees to upgrade the quality of service we provide to our clients.
•In charge of evaluating financial analysis.
•Provided marketing support to account management personnel in terms of selling electronic & institutional cash management products to top 1000 & top tiered middle-market corporations in the Philippines.
•Rationalized continuance of existing services vs. profitability and potential deposits/other businesses. evaluates and prepares recommendation for termination or continuance of services.
•Strengthened relationship with corporate clients via product dependency
•Ensured the expedient implementation of client requested electronic banking (e-commerce) facilities and institutional cash management arrangements.
•Conceptualized and created electronic visual presentations of the bank’s various electronic cash management products for marketing calls / meetings.
•Liaised with concerned bank units on matters pertinent to the implementation and maintenance of existing & that of prospective client’s cash management arrangements
•In-charge of document management required in processing the various cash management & electronic banking arrangements availed by the client.
• Monitored Foreign Currency Deposit Unit books
• Consolidated Bureau of Internal Revenue tax returns
• GL/SL Maintenance of BPI Fixed Assets
• Handled BPI Subsidiaries Books (BPI Securities &
• AF Holdings Corp.)
• Prepared Central Bank Reports
Consistent Dean's Lister (1988-1992) Secretary - Junior Philippine Institute of Accountants Features Editor/contributor - Isabelan (college newsletter)