DENNIS C. GREGORIO
Premier Relationship Manager
Dasmarinas
Summary
Professional relationship manager with strong expertise in financial services and client relationship development. Skilled in portfolio management, financial planning, and personalized client solutions. Known for effective team collaboration, adaptability, and delivering impactful results. Strong communication, problem-solving, and interpersonal skills with focus on client satisfaction and business growth.
Overview
30
30
years of professional experience
4
4
Certifications
Work History
Premier Relationship Manager
The Hongkong and Shanghai Banking Corporation Limited
10.2025 - Current
- Delivered exceptional service through active listening, empathetic communication, and prompt follow-up on client requests.
- Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
- Enhanced the reputation of the bank by consistently demonstrating professionalism, integrity, and commitment to excellent customer service.
- Navigated challenging market conditions with sound judgement, providing reassurance to clients during periods of economic uncertainty.
- Provided comprehensive support during investment planning processes, resulting in well-informed decision making by clients.
- Proactively identified opportunities to upsell additional products and services, strengthening the overall value proposition for clients.
- Organized regular networking events to build connections with potential clients, leading to increased business opportunities for the bank.
- Successfully managed risk exposure in client portfolios through prudent investment recommendations based on thorough research and analysis.
- Developed a deep understanding of clients'' needs, enabling the provision of customized banking services and products.
AVP - Wealth Insurance Sales
HSBC Investment and Insurance Brokerage, Phils. Inc.
03.2014 - 09.2025
- Deliver professional, holistic financial planning concepts, ideas, talks to new and existing customers for their insurance needs through small group meetings to ample sized audience.
- To meet customers’ needs in the areas of savings, retirement, education, savings and other insurance products.
- Achieve the insurance performance metrics.
- Make referrals to other specialist areas of the business where required.
- Monitor and act on daily sales activities management information and other internal information tools, using them to coach the wider Branch teams in support of the business.
Accounting Assistant
Sycip Salazar Hernandez & Gatmaitan Law Office
03.2012 - 03.2014
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
- Contributed to the development of a positive work environment, fostering strong relationships with colleagues and supervisors.
Agent Support Group
Teletech Customer Care Management
03.2011 - 02.2012
- Provides technical assistance and mentoring to agents.
- Assist and attend to customers who seek higher level of support.
- Conducts up-selling of other products and services to client’s customers.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
Financial Executive
AXA Philippines / Philippine AXA Life Centre
01.2007 - 09.2008
- Maintain, expands and insures that existing life and variable insurance policies in the branch are kept in-force till maturity date.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Maintain, expands and insures that existing life and variable insurance policies in the branch are kept in-force till maturity date.
- Prepare rate proposals that support the client's requirement.
- Assist in the bank branch day to day activity.
Manager
Business - Pasocon Internet Cafe
12.2004 - 01.2007
- Oversees computer performance and conducts regular maintenance check and repairs to all workstations.
- Assist in customers particular to software and application use.
- Conducts inventory on shop items.
Collection Officer
Citifinancial Corporation
09.2004 - 11.2004
- Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
- Counseled debtors on payment options and arranged installment agreements.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
Financial Analyst
RISCURITY ASIA, INC. (former CAPITAL CROSSINGS ASIA, INC.)
02.2004 - 08.2004
- Doing various outbound/inbound foreign and local campaigns.
- Conducting employment verification and reminder calls which supports collection works.
Telemarketing Service Representative
EASYCALL COMM. PHILS., INC.
11.2002 - 01.2003
- Conducting outbound calls to market different foreign campaigns.
- Maintained productivity and quality standards at all times.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Accepted payments and updated accounts with latest information.
Account Executive
FRITZ LOGISTICS – A UPS Company (former Emery Transnational)
04.2002 - 09.2002
- Maintain and expands existing accounts through regular visits to customers.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Prepare rate proposals that support the shipping requirements of the customers that mainly contribute profitability and financial growth to the area and the company.
- Does regular follow-up with each customer regarding business proposal, in which includes all pertaining services of the company.
- Develops both the air and sea freight consolidation of the Area by actively targeting accounts that has good potential for mixing for both international and for local Domestic Freight.
Outbound Call Agent
EASYCALL COMM. PHILS., INC.
10.2001 - 11.2001
- Built strong customer relationships with empathetic communication and active listening skills.
- Managed time effectively between inbound calls and follow-up tasks, ensuring all responsibilities were addressed daily.
- Maintained high call quality standards by adhering to company guidelines and protocols.
Training Officer
INSAM CORP.
08.2001 - 10.2001
- Conducts seminar regarding product awareness, franchise and dealership programs.
- Construction, implementation and enhancement of training programs and modules.
- Takes charge of company’s special functions and events.
- Responsible for the production and distribution of the company’s newsletter.
Executive Secretary
PRICESMART Trading Philippines
10.1997 - 07.2001
- Takes charge of record keeping/monitoring/control of internal and external correspondences of the office of the Warehouse Director.
- Renders assistance and support to other departments/staff/individuals on information, records, document transmittal, and updates as well as other logistical requirements; coordinates/communicates with other department heads on Warehouse Directors requirement.
- Communicate and report significant warehouse/job issues, appointment requests, inquiries with the WD.
- Maintain systematic and accurate filing system; maintain work applications; confidential records as endorsed by the WD.
- Prepare supplies/FFE requisition for WD office and maintain and control supplies, budget allocation; shall coordinate with Admin Assistant on various logistics for WD office and warehouse, as needed.
Formatter/Scanner
INNODATA Phils.
05.1996 - 07.1996
- Ensured timely completion of scanning projects by prioritizing tasks and following strict deadlines.
- Maintained high accuracy levels with thorough quality checks on scanned documents.
Skills
Comprehensive coverage analysis
Financial strategy development
Retirement financial planning
Investment portfolio management
Effective time management
Financial services expertise
Relationship management
Comprehensive product understanding
Effective written communication
Efficient task management
Certification
High Impact Sales Workshop
Timeline
High Impact Sales Workshop
01-2026
Complaints Handling
01-2026
KYC / CDD / EDD Traning
10-2025
Premier Relationship Manager
The Hongkong and Shanghai Banking Corporation Limited
10.2025 - Current
Certified UITF Sales Person
07-2022
AVP - Wealth Insurance Sales
HSBC Investment and Insurance Brokerage, Phils. Inc.
03.2014 - 09.2025
Accounting Assistant
Sycip Salazar Hernandez & Gatmaitan Law Office
03.2012 - 03.2014
Agent Support Group
Teletech Customer Care Management
03.2011 - 02.2012
Financial Executive
AXA Philippines / Philippine AXA Life Centre
01.2007 - 09.2008
Manager
Business - Pasocon Internet Cafe
12.2004 - 01.2007
Collection Officer
Citifinancial Corporation
09.2004 - 11.2004
Financial Analyst
RISCURITY ASIA, INC. (former CAPITAL CROSSINGS ASIA, INC.)
02.2004 - 08.2004
Telemarketing Service Representative
EASYCALL COMM. PHILS., INC.
11.2002 - 01.2003
Account Executive
FRITZ LOGISTICS – A UPS Company (former Emery Transnational)
04.2002 - 09.2002
Outbound Call Agent
EASYCALL COMM. PHILS., INC.
10.2001 - 11.2001
Training Officer
INSAM CORP.
08.2001 - 10.2001
Executive Secretary
PRICESMART Trading Philippines
10.1997 - 07.2001
Formatter/Scanner
INNODATA Phils.
05.1996 - 07.1996