SAP Netweaver Application
Mary Jane Sora
Licensed Financial Solutions Advisor
Quezon City,National Capital Region
Summary
Seasoned Financial Advisor in business development with 5-year expertise and success in wealth management and financial planning. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment with passion and enthusiasm.
Overview
1
1
Certification
4
4
years of post-secondary education
7
7
years of professional experience
Work History
Financial Advisor
Eastwest Ageas Life Insurance Corporation
Quezon City, National Capital Reg
07.2016 - Current
- Educated clients on various financial and insurance matters. Providing professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Performed Customer Due Diligence, Enhanced Due Diligence and valuation processes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Adjusted end-to-end KYC process needs to align with workforce capabilities.
- Reviewed new prospect KYC documents to meet requirements and determine business model risk.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Boosted sales by 100% and exceeded sales target by employing consultative sales tactics and superior customer care.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped clients plan for financial goals and fund retirements using insurance and investment funds and other options to manage, customize and diversify portfolio.
- Worked with the bank partners to facilitate communication and deliver personalized solutions to customers.
Business Development Officer
Hongkong and Shanghai Banking Corporation Ltd. HSBC Philippines
Bonifacio Global City, National Capital Reg
12.2013 - 01.2016
- Delivered campaigns to solidify new client opportunities and generate new business.
- Generated new business with marketing initiatives and strategic plans.
- Strategized with sales team to prospect and qualify potential customers within assigned territories.
- Built and cultivated long-term quality relationships with over 100 clients by addressing needs and providing superior customer service.
- Managed operational risk, identification, assessment, mitigation and control
- Collaborated with marketing departments to support business objectives and client acquisition through face to face transaction, corporate activities, client calls, mall booths and events.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
HR Assistant
HYSONIC Philippines Incorporated - Powerlane Resources Inc.
Sto. Tomas, Batangas, Calabarzon
04.2013 - 11.2013
- Partnered with management team to coordinate on-boarding and off-boarding processes..
- Maximized team knowledge and productivity by effectively training, monitoring and directing employees in application of best practices and regulatory protocols.
- Documented human resources records and maintained confidentiality of sensitive personal information.
- Coordinated and set up meeting materials, presentations and audiovisual systems.
- Responded to inquiries by answering telephone calls, in-person questions and emails.
- Maintained optimal staffing levels by tracking vacancies and initiating recruitment and interview processes to identify qualified candidates.
- Maintained work structure by updating job requirements and job descriptions for all positions.
- Contributed to annual performance appraisals by working with supervisors to achieve consistency and compliance with established procedures.
- Interviewed candidates and conducted background checks and verifications
Education
Bachelor of Science - Business Administration - Marketing Management
Leon Guinto Memorial College
Atimonan, Quezon Province 06.2009 - 04.2013
Skills
Prospect Target Acquisition
undefinedCertification
Certified Wealth Planner and Estate Planner Philippines, Insurance Institute for Asia and the Pacific, Inc. November 2017
Professional Trainings:
Attain Bancassurance Development Program
Eastwest Ageas Life Insurance Corporation
Virtual Training - December 9, 2020
Insurance Institute for Asia and Pacific, Inc.
Samsung Hall SM Aura BGC, Taguig City
November 6-23, 2017
Personal Development Program
32nd Floor One World Place 32nd St. BGC Taguig City
September 4, 2017
Signature Verification and Forgery Detection - January 29, 2014
HSBC Philippines Ltd. - BGC Taguig City
Consultative Selling Skills - September 1-2, 2015
HSBC Philippines Ltd. - BGC Taguig City
Software
SAP Netweaver
Proficiency in using SAP NetWeaver application
Expertise in using PQM system application
Additional Information
REFERNCES:
JEROME CAGATAN
Entrepreneur | Former Area Head
+639271559252
JOY CUASO
AVP Mobile Sales Force
HSBC Philippines
+639178581398
LYKA CONDE
Bank Branch Manager
Eastwest Banking Corporation
+639175496846
Timeline
Financial Advisor
Eastwest Ageas Life Insurance Corporation
07.2016 - Current
Business Development Officer
Hongkong and Shanghai Banking Corporation Ltd. HSBC Philippines
12.2013 - 01.2016
HR Assistant
HYSONIC Philippines Incorporated - Powerlane Resources Inc.
04.2013 - 11.2013
Bachelor of Science - Business Administration - Marketing Management
Leon Guinto Memorial College
06.2009 - 04.2013
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