Florentino Glenn E. Nadera
Banker,Insurance Advisor, Property Consultant
Cavite
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
31
31
years of professional experience
4
4
years of post-secondary education
Work History
Loans Staff
Sales Agent
01.2016
- 3rd quarter - July to September 2021 for the booking Balance Build averaging 112% hitting the target for the team.
Financial Advisor
East West Ageas Life Insurance Corporation
05.2023 - 11.2023
- Providing the best insurance packages to clients
- Develop marketing strategies to promote all types of new insurance products, educate our clients about their insurance coverage, and make the best recommendations based on their needs
- Evaluate current policies and recommend additional coverage when needed
- Confidentially maintain all insurance documents.
Financial Advisor
Pru Life UK
01.2022 - 11.2022
- Provide the best insurance packages to clients
- Develop marketing strategies to promote all types of new insurance products, educate our clients about their insurance coverage, and make the best recommendations based on their needs
- Evaluate current policies and recommend additional coverage when needed
- Confidentially maintain all insurance documents.
Property Consultant
DMCI Homes
12.2001 - 01.2022
- And May 21, 2023, Providing guidance and selling condominiums or real property that will suit their needs and capacity to pay Determining clients' needs and financial abilities to propose solutions that suit them
- Performing comparative market analysis to estimate property value
- Display and market real property to possible buyers
- Prepare necessary paperwork (contracts to sell, leases, deeds, closing statements, reservations) Maintain and update listings of available properties
- Promote sales through advertisements, open houses, and listing services
- Remain knowledgeable about real estate markets and best practices.
Balance Build Officer – Level 2 / Assistant Manager
HSBC
06.2020 - 11.2020
- Retail Bank and Wealth Management– Internal Sales Force (ISF), Philippines |, 3, 2021
- Conducts outbound calls to primary and supplementary credit card applications converted to an easy payment scheme
- Responsible for implementing distribution, and strategy, driving the delivery of market-leading retail customer experiences, and thereby maximizing customer satisfaction
- Adhering to all Legal plays a vital role in understanding and meeting customer needs by offering the right solutions compliance policies and guidelines in line with client handling
- Generates bookings for daily call-outs
- Encourage clients to book for a regular Balance Build, Straight Installments, Straight Installments to Zero Interest, Balance Transfer, and Cash Installment Plan program
- Ensures daily productivity by adhering to service level agreements and touch and contact rate standards
- Monitor and reach the yearly and monthly KPIs (Number of connected calls daily, Number of bookings of balance build collected daily, Number of bookings daily, Cash collected from the target (team KPI)
- Responsible and taking ownership of reporting of sales reports/activities and customer contacts in CRMS
- Role Model Performance –
Personal Banking Officer
HSBC Savings Alabang, HSBC
01.2019 - 06.2020
training officer
HSBC Ortigas
10.2018 - 12.2018
Personal Banking Officer
HSBC Bonifacio Global City Taguig City
07.2018 - 09.2018
- Prospecting and signing up new customer relationships as a continuing source of quality RBWM business
- Extensive interaction with branch customers in line with servicing their financial requirements and closely liaising with colleagues from other lines of business -business segments, products, and services to determine suitability
- Cross-sell bank products, Account Openings, KYC/CDD, and EDD customers due to gathering information to verify the identity of customers, to mitigate fraudulent customers
- Opening of accounts from Premier clientele and Advance Savings accounts, Home Loans, Personal Installment Loans, Asset Link, Insurance, and Credit Cards
- Supports and contributes to overall business growth.
Business Development Officer / Mobile Sales Officer
HSBC Philippines
06.2015 - 06.2018
- Level 2
- Retail and Bank Wealth Management Sales and Services, Focused on sales corporate acquisition initiatives, and strategies mainly all local banks and top 1000 private companies Conducted retail and wholesale client acquisition for cards
- Conducts and handles sales strategies for acquisition activities up to the customer bank end process
- Assigned booth manning from different stores and big events, personal referrals/contact leads generations list
- Ensure monthly production is met and card solicitation is above quota.
Collections Admin Officer IV
04.2013 - 05.2015
Collections Associate
HSBC Philippines
11.2003 - 03.2013
- Payment Arrangement III
- Front
VAT Assistant Staff
OPC CAS HSBC Philippines
10.2003 - 11.2003
- Excess VAT from clients will be processed promptly
- Prepares and generates monthly reports.
Teller and Customer Representative, Accounting Supervisor Trainee
HSBC Savings
07.2000 - 08.2003
- Cash checks and verify withdrawals up to authorized limits
- Serve as Customer Service Representative once there is a need in a branch
- Holds a supervisory job as a Back Office Support/handles daily reports and balancing became Accounting Supervisor trainee – oversees standard bank procedures/teller operating guidelines/policies
- Cross-sell other services and bank products
- Cash checks and verify withdrawals up to authorized limits
- Contribute to the branch's overall growth, stability, and profitability
- Became a reliever for
supervisor
HSBC Savings Bank
Novaliches
11.1999 - 06.2000
- Branch) participates, PCIB Savings - HSBC Savings integration
office
PCIB Savings Bank
09.1997 - 10.1999
- Responsible for gathering the necessary paperwork and documentation required for someone to apply for car loans and mortgage applications to confirm that all essential fields have been completed and filled out
- Cross-sell Loans products for Car and Home Loans
- Organizing additional application materials and submitting applications
Room Service Waiter
01.1997 - 07.1997
Records Officer
Pag-Ibig Fund
01.1995 - 12.1996
- For the entire Collections Department, preparing and handling Warning/delinquency letters for the cardholders
- Identify and recommend clients for possible payment arrangements or agency call-outs
- Formulate and communicate new ideas and suggestions for improved service efficiency
- Recommend adjustments/for 3Rd party agency endorsement reversal on account/request change in card status through emails and the collections system to clean up clients' accounts that have fully settled, or to comply with the client's availed process, in compliance with the collections process
- Managing operational risk, including its identification, assessment, mitigation, and control
- Inbound /Outbound Call/Skip Tracing Callouts/Offer Payment arrangements call outs ensure Collections monthly productivity for the team is met
- Ensure that all communication with the client is conducted professionally and respectfully.
Loans Assistant Trainee allowances only
Quezon Capital Rural Bank
01.1994 - 12.1994
Staff DBP Trainee
05.1993 - 12.1993
Education
Bachelor of Science - Business Administration - Management
Manuel S. Enverga University Foundation
04.1989 - 05.1993
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Skills
Character Referenceundefined
Accomplishments
- Gained a legacy banking experience of service in the multifunctional aspects of the international financial banking industry
- Knowledgeable about the operations of the Bank especially Insurance, currently as a Licensed Financial Advisor, Property Consultant, Assistant manager- Mobile Sales Officer, Collections, Investments, Sales Marketing, and Personal Banker Officer
- Able to manage multiple priorities and meet tight deadlines without compromising service.
Additional Information
- AWARDS/ACHIEVEMENTS: , Belong to top 3 Branch – Metro South Division 3 Performer for EWA Insurance for 92% 1st Quarters 2022 July 2021 both Balance Transfer and Cash Installment Plan 2015 Strong Performer - Cards 2016 Behavior - Role Model Good Performer -Cards Business 2017 Behavior - Role Model Ratings Top Performer Role Model Performance – 2016 and 2017 #1 Sales Agent - 3rd quarter - July to September 2021 for the booking Balance Build averaging 112% hitting the target for the team. Hexagon Awardee : HSBC Cubao Branch 2002
Timeline
Financial Advisor
East West Ageas Life Insurance Corporation
05.2023 - 11.2023
Financial Advisor
Pru Life UK
01.2022 - 11.2022
Balance Build Officer – Level 2 / Assistant Manager
HSBC
06.2020 - 11.2020
Personal Banking Officer
HSBC Savings Alabang, HSBC
01.2019 - 06.2020
training officer
HSBC Ortigas
10.2018 - 12.2018
Personal Banking Officer
HSBC Bonifacio Global City Taguig City
07.2018 - 09.2018
Sales Agent
01.2016
Business Development Officer / Mobile Sales Officer
HSBC Philippines
06.2015 - 06.2018
Collections Admin Officer IV
04.2013 - 05.2015
Collections Associate
HSBC Philippines
11.2003 - 03.2013
VAT Assistant Staff
OPC CAS HSBC Philippines
10.2003 - 11.2003
Property Consultant
DMCI Homes
12.2001 - 01.2022
Teller and Customer Representative, Accounting Supervisor Trainee
HSBC Savings
07.2000 - 08.2003
supervisor
HSBC Savings Bank
11.1999 - 06.2000
office
PCIB Savings Bank
09.1997 - 10.1999
Room Service Waiter
01.1997 - 07.1997
Records Officer
Pag-Ibig Fund
01.1995 - 12.1996
Loans Assistant Trainee allowances only
Quezon Capital Rural Bank
01.1994 - 12.1994
Staff DBP Trainee
05.1993 - 12.1993
Bachelor of Science - Business Administration - Management
Manuel S. Enverga University Foundation
04.1989 - 05.1993
Loans Staff
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