Kristine Bernadette Matias

• Presents processes and stages needed for applicants' migration plans.
• Discusses levels of programs and assess the students profile for further recommendations.
• Works hand-in-hand with documentations team.
• Provides guidance and assistance to potential clients.
• Closes deals

• Guides people in identifying their financial needs and priorities, preserve their wealth, grow their net-worth and protect their assets in case of unexpected events .

• Integrates an overall plan in managing their money and cashflow.

• Hires and recruits people for my team.

• Leads, trains, and builds Financial Advisors.

• Works hand in hand with Security Bank's Business Manager to conduct presentations to qualified bank leads. • Presents Financial Planning seminars to potential corporate clients, companies, and individuals.

• Does administrative tasks and collates documents for filing.

• Implements targets inside the assigned branch(es).

• Provides solutions to different needs of the clients.

• Monitors market's performance and updates clients on the status of their policies.

• Does showroom, mal and bank duties to sel brand-new Honda cars.

• Offers promo and discounts to clients.

• Partners with banks and companies to generate sales (Fleet Sales).

• Sells car insurance, secondhand cars and brand-new cars.