RIA MARIELLE M. BAUTISTA
Antipolo City
Summary
To become a Corporate Planning and Investor Relation Officer of the Philippine Stock Exchange and to make a fulfilling and purposeful contribution to your organization by sharing my experience, knowledge and expertise in the areas of finance, economics, banking and relationship management.
Overview
15
15
years of professional experience
Work History
College Lecturer
San Beda University
12.2015 - Current
- Taught subjects such as economics of investments and financial markets, macroeconomics, monetary theory and policy, data analytics for business and economics and applied econometrics for undergraduate college students of San Beda University
- Also served as thesis adviser and thesis defense panelist for the graduating economics majors of the university
Financial Consultant
Pru Life U.K. Corp.
04.2015 - Current
- Provides clients with advice on investment and other financial matters given potential risks and strategies on personal financial planning, designs insurance policy contracts to cater to various client needs (retirement planning, income protection, educational planning, loan cover, employee retention benefits, etc.)
- Handling 450 policies/life insurance policy accounts to-date since 2015
- Tasked to conduct and monitor after-sales servicing transactions (e.g., monitoring of premium payments, policy amendment requests on coverages, premiums, beneficiaries, etc., requests on investment top-ups and withdrawals, annual policy reviews, updates on financial market outlook and fund value of clients’ investment-unit linked policies, among others)
- Yearly conferred with service award (Pru Service Mark Award) since 2019 for excellence in the after-sales servicing work done for my clients as well as for the client retention/repeat sales targets achieved
Board of Director
Pru Life U.K. Corp.
10.2021 - 08.2024
- Also handled a sub-unit of financial consultants in the designated branches of Pru Life UK (Alexandrite 1 and Alexandrite Premier Life Insurance Agency, Inc
- Branch)
- Prepared training materials and conducted training on the different investment-linked and traditional life insurance products of Pru Life UK, product features and benefits as well as the different sale cycles and concept selling techniques and strategies to rookie and tenured financial consultants of the designated branches
- Conducted one-on-one coaching and joint-field work (via online and face-to-face client meetings) for the financial consultants under our sub-unit as well as units of the branch, as necessary
- Also delegated as the treasurer/finance officer of Alexandrite Premier Life Insurance Agency, Inc
- Regularly monitored the cash inflows and outflows of the agency as well as conducted monthly accounting reports on cash disbursements and other operational expenditures and presented these to the other Board of Directors
- Took part in the significant decisions of the Board
Credit Policy Officer
Philippine National Bank
02.2015 - 05.2017
- (With rank of Assistant Manager 2)
- With background on banking, loans and credit evaluation as well as policy research and writing (e.g., served as officer-in-charge for the credit policy guidelines on loans against pledge of government securities, credit policy guidelines on the BSP Credit Surety Fund Program as well as the revised credit policy guidelines on the housing loan programs of Philippine National Bank, among others)
Credit Policy Officer
Philippine National Bank
01.2012 - 01.2015
- (With rank of Assistant Manager 1)
Credit Policy Specialist (Sr. Specialist)
Philippine National Bank
09.2011 - 12.2011
Management Trainee
Junior Executive Development Institute (JEDI)
05.2011 - 09.2011
- Completed the Junior Executive Development Institute (JEDI) Management Training Program of the Philippine National Bank in September 2011
Internship - Research and Information Office
Philippine National Bank
04.2010 - 07.2010
Education
Master in Applied Economics -
De La Salle University
01.2015
BS Economics and Public Policy - Magna Cum Laude & Class Salutatorian
San Beda University
04.2011
High School -
PAREF - Rosehill School, Inc.
Antipolo City, Rizal01.2007
Grade School -
PAREF - Rosehill School, Inc.
Antipolo City, Rizal01.2003
Kostka School -
Kostka School
01.1997
Skills
- Banking
- Teaching strategies
- Student Engagement
- Loans Evaluation
- Credit Evaluation
- Policy Research
- Policy Writing
- Investment Advice
- Financial Planning
- Insurance Policy Design
- Client Servicing
- After-Sales Service
- Premium Payment Monitoring
- Policy Amendment
- Investment Management
- Client Retention
- Sales Target Achievement
- Training Material Preparation
- Training Delivery
- Coaching
- Financial Consulting
- Cash Flow Monitoring
- Accounting Reporting
- Social Media Management
- Content Planning
- Content Conceptualization
- Graphic Supervision
Relevanttrainingsseminars
- Step Up: A Pre-Management Development Program, Pru Life U.K. Corp., 08/01/19, 10/30/19
- 17th Asia Pacific Life Insurance Congress 2019, Hong Kong, 05/30/19, 06/01/19
- Everyday Project Cycle Management Workshop, Philippine National Bank, 08/03/16, 08/05/16
- JEDI Summit, Philippine National Bank, 08/13/16, 08/15/16
- Basic Training Course 101: Financial Consultancy, Pru Life U.K. Corp., 04/01/15, 04/30/15
- Junior Executive Development Institute (JEDI) – Batch 3 Management Training Program, Philippine National Bank, 05/02/11, 09/12/11
- Trust Banking Module of the Junior Executive Development Institute (JEDI) Program, Philippine National Bank, 05/30/11, 06/10/11
- Stocks 101: The Philippines Stock Exchange Seminar, The Philippine Stock Exchange, 02/10/10, 02/10/10
- Council of Economics Educators 13th National Convention & Philippine Council of Economics Students 9th National Convention, Promoting Financial Literacy in a Global Economy Through Economics of Education, 11/19/09, 11/19/09
References
- RULINA B. VILORIA, Chairperson, Department of Economics, San Beda University, 0932-8670249, rviloria@sanbeda.edu.ph
- ALLEN T. BOBADILLA, Branch Manager, Alexandrite Premier Life Insurance Agency, Inc. Branch, Pru Life U.K. Corp., 0917-5286569, plukallenbobadilla@gmail.com
- PAULA MONICA C. ROBISO, Unit Manager, Alexandrite 1 Branch, Pru Life U.K. Corp., 0917-5995434, pluk.nikki.cipriano.robiso@gmail.com
- MA. CIEFREL T. DESQUITADO, Bank Officer V, Office of the Assistant Governor - Policy and Specialized Supervision Sub-Sector, Financial Supervision Sector, Bangko Sentral ng Pilipinas, 0969-5199737, desquitadomt@bsp.gov.ph
Honorsawardsachievements
- Consistent National Achievers’ Club Qualifier of Pru Life U.K. Corp since 2016.
- Consistent Pru Service Mark Awardee since 2019.
- Completed the Junior Executive Development Institute (JEDI) Management Training Program in September 2011.
- Conferred the title of Certified Trust Associate.
- Graduated Class Salutatorian of Batch 2011 from San Beda University.
- Awarded with recognition for Excellence in Money, Banking and Monetary Policy.
- Received Student Leadership Award from the Department of Economics.
- Awarded Best Thesis by the Department of Economics, San Beda College University.
- Ranked Third Place in the Senior’s Career Testing 2011 for Language Usage.
- Granted with academic scholarship for being the recipient of St. Anselm of Canterbury Silver Medalist Award.
Timeline
Board of Director
Pru Life U.K. Corp.
10.2021 - 08.2024
College Lecturer
San Beda University
12.2015 - Current
Financial Consultant
Pru Life U.K. Corp.
04.2015 - Current
Credit Policy Officer
Philippine National Bank
02.2015 - 05.2017
Credit Policy Officer
Philippine National Bank
01.2012 - 01.2015
Credit Policy Specialist (Sr. Specialist)
Philippine National Bank
09.2011 - 12.2011
Management Trainee
Junior Executive Development Institute (JEDI)
05.2011 - 09.2011
Internship - Research and Information Office
Philippine National Bank
04.2010 - 07.2010
High School -
PAREF - Rosehill School, Inc.
Grade School -
PAREF - Rosehill School, Inc.
Kostka School -
Kostka School
Master in Applied Economics -
De La Salle University
BS Economics and Public Policy - Magna Cum Laude & Class Salutatorian
San Beda University
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