Experienced and accomplished Banker, adept in Business Planning and Execution and fostering Team Management. Proven track record in driving revenue growth and building lasting client relationships through strategic sales and marketing initiatives.
Overview
19
19
years of professional experience
Work History
Auto Loans Business Head
Unionbank
Pasig City
06.2019 - Current
Overall supervision and guidance of team members and stakeholders.
Ensure sales team meets their respective targets.
Planning and execution of business strategies.
Ensures smooth business operations and controls are in place.
Compliance to all regulatory policies
Oversee system development and issue resolution
Partner relations and deepening
Customer experience champion
Consumer Support Unit / Corp. Relationship Manager
Citibank N.A.
Quezon City
04.2010 - 05.2019
Maintained knowledge on banking products and distribution to provide optimal service support.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics
Strengthened client relationships by actively listening to their needs and tailor-fit solutions.
Area Sales Manager
Manulife Chinabank Life Assurance
Manila
10.2008 - 01.2010
Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
Established strong relationships with major accounts and key decision-makers to increase sales in designated territory.
Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
Analyzed market trends and competitor activity to identify new business opportunities and areas for growth.
Fostered a positive work environment within the sales team by encouraging open communication, teamwork, and mutual support among team members.
Sr. Financial Advisor
Generali Pilipinas (BDO Life)
Makati
12.2005 - 05.2008
Facilitated new client onboarding process and insurance/ investment account setup.
Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
Mentored junior advisors to enhance team performance and drive overall success within the firm.
Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
Education
BSBA Human Resources Management -
DLSU - College of St. Benilde
Manila
2003
Primary And Secondary -
Cainta Catholic College
Cainta
1999
Skills
Business Planning and Execution
Timeline
Auto Loans Business Head
Unionbank
06.2019 - Current
Consumer Support Unit / Corp. Relationship Manager
Citibank N.A.
04.2010 - 05.2019
Area Sales Manager
Manulife Chinabank Life Assurance
10.2008 - 01.2010
Sr. Financial Advisor
Generali Pilipinas (BDO Life)
12.2005 - 05.2008
BSBA Human Resources Management -
DLSU - College of St. Benilde
Primary And Secondary -
Cainta Catholic College
Similar Profiles
LEIGH FAUSTINE A. MANANGHAYALEIGH FAUSTINE A. MANANGHAYA
Compliance AML Execution Analyst 2 at Unionbank of the PhilippinesCompliance AML Execution Analyst 2 at Unionbank of the Philippines
Customer Service Officer and Digital Engagement Officer at UNIONBANK OF THE PHILIPPINESCustomer Service Officer and Digital Engagement Officer at UNIONBANK OF THE PHILIPPINES