Abi Limbo
Manager, Wealth And Personal Banking
Pasay, Metro Manila,Manila
Summary
Results-driven business professional with proven track record in driving growth and fostering strong client relationships. Skilled in strategic planning, market analysis, and negotiation, consistently delivering impactful solutions. Known for strong focus on team collaboration, adaptability, and achieving targets, ensuring reliable performance in dynamic environments. Proficient in CRM software, sales forecasting, and project management.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Business Development Manager (GCB6)
HSBC
Taguig
02.2024 - Current
- Spearheaded Wealth and Personal Banking Cards acquisition, driving booth activities to exceed sales targets
- Led and motivated a dynamic team of 24 Mobile Sales Officers, fostering a high-performance culture.
- Improved sales team performance with targeted training programs focused on advanced sales techniques and product knowledge.
Section Head ( AM)
Security Bank Corporation
Makati
02.2024 - 02.2024
- Expertly presented weekly sales data analysis at Regional meetings to VPs and Branch Banking Group Region Heads.
- Managed Region 3 NCR, driving project initiatives to expand card acquisition opportunities.
- Successfully led the "MVP Travel to Boracay 2023" program, a key travel incentive initiative for branches first ever to spearhead this program.
Area Sales Manager (AM)
Security Bank Corporation
Makati
07.2022 - 01.2024
- Spearheaded sales target attainment across designated areas by driving turn-ins and approvals from Branch Banking Group (BBG), Wholesale-to-Retail (W2R) teams, Group Sale accounts, and SBC/CBDOG accounts, leveraging both personal and external partner networks
- Championed business growth initiatives, including the implementation of lead generation tactics, productivity enhancements, and bulk acquisition strategies to bolster market presence and revenue.
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
Relationship Manager (AM)
Union Bank Philippines
Makati
01.2022 - 05.2022
- Formulates, designs, plans, executes, and manages sales and marketing strategies (within the contest of bank wide or broader institutional objectives) to maximize business volume and deposits while maintaining teamwork with the service ad operations personnel.
- Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client’s specific requirements and packages these accordingly to outflank competition.
- Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.
Sales Manager (AM)
BPI
Makati
03.2021 - 01.2022
- Managed a robust portfolio spanning 4 Areas, overseeing the performance of over 64 BPI branches in driving auto loan sales from end to end process.
- Report business reviews to Area heads which is under the handled branches.
- Handled escalated customer issues professionally, resolving concerns quickly while preserving long-term client relationships.
Branch Manager (AM- OIC)
BPI
Paranaque
05.2018 - 04.2021
- Championed a WOW customer experience culture within the branch, securing high satisfaction levels
- Guaranteed seamless banking transactions and service delivery within assigned jurisdiction
- Maintained strict oversight of branch security, cleanliness, and daily operational requirements.
- Achieved sales and profitability benchmarks, contributing to the branch's alignment with corporate growth objectives.
- Managed branch operations with a keen focus on compliance, adhering to internal controls and regulatory standards
Management Trainee
BPI
Makati
09.2017 - 05.2018
- Officership Training Program Batch 189
OTP - Officership Training Program is an intensive training endeavor designed to prepare Management Trainees to take on the supervisory and managerial tasks required of an Assistant Manager of the Unibank. - Gained knowledge of company policies, protocols and processes.
Education
Bachelor of Science - BUSINESS ADMINISTRATION, HUMAN RESOURCE DEVELOPMENT MANAGEMENT
Far Eastern University
Manila 02.2013 - 06.2017
SECONDARY EDUCATION - undefined
Lady Mediatrix Institute
Personal Information
- Date of Birth: 07/28/95
- Nationality: Filipino
Timeline
Section Head ( AM)
Security Bank Corporation
02.2024 - 02.2024
Business Development Manager (GCB6)
HSBC
02.2024 - Current
Area Sales Manager (AM)
Security Bank Corporation
07.2022 - 01.2024
Relationship Manager (AM)
Union Bank Philippines
01.2022 - 05.2022
Sales Manager (AM)
BPI
03.2021 - 01.2022
Branch Manager (AM- OIC)
BPI
05.2018 - 04.2021
Management Trainee
BPI
09.2017 - 05.2018
Bachelor of Science - BUSINESS ADMINISTRATION, HUMAN RESOURCE DEVELOPMENT MANAGEMENT
Far Eastern University
02.2013 - 06.2017
SECONDARY EDUCATION - undefined
Lady Mediatrix Institute
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