Summary
Overview
Work History
Education
Skills
References
Timeline
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Evelyn Bando

Evelyn Bando

Makati City, Metro Manila

Summary

Experienced with project management, resource allocation, and strategic planning. Utilizes analytical skills to develop and implement effective plans that meet organizational goals. Track record of enhancing operational efficiency through collaboration and problem-solving.

Overview

15
15
years of professional experience

Work History

Financial Wealth Planner

FWD Life Insurance
03.2023 - Current
  • Develops personalized financial plans to meet client investment goals and risk tolerance.
  • Analyzes market trends to provide strategic insights for portfolio management and asset allocation.
  • Cultivates long-term client relationships through regular communication and tailored financial advice.
  • Evaluates client portfolios regularly, ensuring alignment with evolving market conditions and client needs.
  • Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educate clients on various financial matters and provides professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Works closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Ensures compliance with industry regulations and company policies while serving clients'' best interests.

Financial Advisor/Insurance Agent

Insular Life Assurance Co., Ltd.
09.2016 - 01.2023
  • Established a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals.
  • Identified risk management strategies, handling policy renewals, and tracking claims.
  • Recommended risk management strategies that fit clients' personal risk profiles.
  • Responded to clients’ insurance-related questions and issues.
  • Developed comprehensive financial plans tailored to individual client needs and goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.

Business Development Officer

Wilserv Multi-Purpose Cooperative
10.2013 - 07.2016
  • Handled inquiries from prospective clients and liaise with property and real estate developers for possible projects.
  • Prepared and responsible for all communications, sending of corporate profile, direct mail and other marketing paraphernalia to prospective clients.
  • Received and handled calls from existing clients requesting for new or additional services as well as entertaining them on a regular basis to maintain good business relationship.
  • Served as the Liaison Officer who performs regular company visits to various prospective and existing clients.
  • Handled business development activities and ensures that all proposals are aligned with service delivery standards.
  • In-charge in invitations to participate in pre-bidding activities and bidding conferences from prospective clients.
  • Arranged meetings with the contact persons of prospective clients and handles ocular inspection together with the Technical Head.
  • Responsible for doing Client Presentations to prospective clients.
  • Prepared proposal including costing, scope of works and other relevant data for submission to prospective clients.
  • Developed strategic partnerships to expand market reach and enhance service offerings.
  • Led negotiations for contracts, ensuring favorable terms and maintaining long-term client relationships.
  • Collaborated with cross-functional teams to align business development initiatives with organizational goals.
  • Implemented customer feedback mechanisms to refine service delivery and improve client satisfaction.
  • Collaborated with cross-functional teams for the successful execution of business development initiatives.
  • Secured long-term client loyalty by consistently delivering high-quality products and services tailored to individual business needs.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Presented compelling proposals to prospective clients, securing high-value accounts for the organization.

Bookkeeper

Wilserv Multi-Purpose Cooperative (RDM Condo. Assoc. Corp.)
06.2013 - 10.2013
  • Prepared monthly billing and collection of condominium dues and utilities.
  • Recorded all the financial transaction of the condominium operations using IPAS accounting system.
  • Prepared documents in compliance to the BIR.
  • Provided administrative Support to the Building Manager.
  • Developed and maintained comprehensive filing systems for easy access to financial documents.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Posted daily receipts and payments in accordance with corporate protocols.

Marketing/Administrative Assistant

Wilserv Multi-Purpose Cooperative (formerly Property Specialist Team, Inc.)
01.2012 - 06.2013
  • Handled inquiries and response to clients requests.
  • Assisted the business development officer in creating leads and client-generation.
  • Attended meetings and client presentations.
  • Made proposals and attends bidding with the business development officer.
  • Drew cost breakdown for proposals and contracts.
  • Drafted contracts and service agreements.
  • Managed scheduling and logistics for events, optimizing resource allocation and participant engagement.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.

Loans Assistant

Agribusiness Rural Bank, Inc.
04.2010 - 12.2011


  • Processed loan applications, ensuring compliance with regulatory requirements and internal policies.
  • Assisted in evaluating borrower creditworthiness through analysis of financial statements and credit reports.
  • Maintained accurate records of loan files, enhancing data integrity and retrieval efficiency.
  • Streamlined documentation workflows, improving turnaround times for loan approvals.
  • Developed client relationships through effective communication, fostering trust and satisfaction throughout the lending process.
  • Maintained organized records, facilitating efficient retrieval of information for audits and regulatory examinations.
  • Worked closely with borrowers to gather required documentation, ensuring timely submission and approval of loans.
  • Assisted in maintaining a high level of customer satisfaction by addressing concerns and providing timely responses to inquiries.
  • Provided excellent customer service during the loan process, from initial inquiry to closing, ensuring a seamless experience for clients.
  • Reduced errors in loan applications through diligent review, data entry, and verification processes.

Education

Bachelor of Science - Business Administration

The Lewis College
Sorsogon, Province Of Sorsogon, Philippines
12.2010

Skills

  • Financial Planning
  • Business Development
  • Administrative
  • Finance
  • Data management
  • Customer focus

References

Dyan, Sarandi, Senior Accounting Manger, dyan_sarandi@yahoo.com, 0946-9965945, WilServ Multi-Purpose Cooperative

Timeline

Financial Wealth Planner

FWD Life Insurance
03.2023 - Current

Financial Advisor/Insurance Agent

Insular Life Assurance Co., Ltd.
09.2016 - 01.2023

Business Development Officer

Wilserv Multi-Purpose Cooperative
10.2013 - 07.2016

Bookkeeper

Wilserv Multi-Purpose Cooperative (RDM Condo. Assoc. Corp.)
06.2013 - 10.2013

Marketing/Administrative Assistant

Wilserv Multi-Purpose Cooperative (formerly Property Specialist Team, Inc.)
01.2012 - 06.2013

Loans Assistant

Agribusiness Rural Bank, Inc.
04.2010 - 12.2011

Bachelor of Science - Business Administration

The Lewis College

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Evelyn Bando