Rex Anthony Sison Dondo

Roles:

Sales Strategy: Setting goals, developing strategies, and analyzing the market to drive growth.

Client Relationships: Acquiring and retaining clients, offering personalized wealth solutions.

Performance Monitoring: Tracking sales metrics, reporting to management, and aligning financial performance with objectives.

Collaboration: Working with other departments to ensure product knowledge and smooth operations.

Compliance and Risk Management: Ensuring sales practices adhere to regulations and identifying risks.

Business Development: Expanding the client base, managing campaigns, and targeting high-net-worth clients.

Customer Insights: Gathering feedback to improve products and strategies.

Negotiation and Sales Closure: Leading complex sales negotiations and ensuring successful contract closures

Market Comprehension and Messaging: Understanding what is happening in investment markets and sharing these with the clients in simplified terms for easier comprehension.

Roles:

Sales and Leadership: Lead branch drive in servicing clients with insurance needs, primarily in wealth investments.

Accountability: Ensure branch or channel assignment would be able to reach its bank-designated target in terms of numbers and quality of service.

Relationship Building: Creating and maintaining rapport with the branch and clients so as to provide seamless and professional service.

Teaching and sharing: Providing leadership and coaching to bank personnel on the proper way of referral as well as the best way to handle client’s needs and queries, all in the drive to give good, quality service to clients and closing the sale.

Analysis and feedback: Providing observations and suggestions on how to improve the client sales journey, as well as enhancing the overall process and experience for both clients and frontliners.

Roles:

Portfolio Diversification: Assist clients in increasing capital growth, enhancing security against inflation, and planning estates.

Forced-Savings Concept: Introduce savings strategies for future needs like education and retirement.

Rapport Building: Foster trust and maintain relationships with both clients and referrers to ensure long-term partnerships.

Communication: Regular and genuine communication with clients to build trust and credibility.

Wider Audience Presentations: Presenting investment and insurance products to select companies to broaden the reach and target new markets.

Roles:

Trust Building: Developing trust with clients to ensure long-term loyalty and establish company recall amidst competition.

Customer Welfare Focus: Prioritizing customer needs and welfare by providing efficient, high-quality services.

Market Analysis: Analyzing market models and data to assess and improve the company’s competitiveness in comparison to competitors.

Meeting Market Demand: Understanding and addressing market needs to align products and services accordingly.

Personalized Relationship Management: Tailoring client relationships to ensure satisfaction and loyalty, aligning with individual client goals.

Customer Retention: Ensuring a loyal and satisfied customer base by continuously meeting and exceeding their expectations.

Roles:

Product Presentation: Presenting medical products to hospitals, clinics, doctors, and pharmacists, emphasizing product benefits such as savings and medical efficacy.

In-Depth Product Explanation: Conducting detailed presentations and explanations to doctors, particularly for innovative products (e.g., first-in-market, German-made products).

Market Saturation Planning: Developing strategies to ensure a steady stream of prescriptions by doctors and availability of products in nearby pharmacies.

Relationship Building: Maintaining strong rapport with doctors, pharmacists, and pharmacy assistants to ensure products are actively promoted and sold.

Market and Target Analysis: Analyzing market assignation and targeting the right doctors and pharmacists to ensure product visibility and sales.