Experience

Archway.Finance

• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Feb 2023 - Present

  Expert Client Relationship Manager at Archway Finance, a leading financial services company committed to empowering individuals and businesses to achieve their financial goals. Archway Finance specializes in providing a wide range of financial solutions, including investment management, wealth advisory, and customized lending services. Key Duties: 1️⃣ Relationship Management: Cultivate strong client relationships, providing personalized guidance on Archway Finance's financial solutions. 2️⃣ Financial Consulting: Offer tailored recommendations for investment management, wealth advisory, and lending options. 3️⃣ Operational Excellence: Ensure seamless execution of financial transactions and deliver exceptional customer service. Show less



Paynamics Technologies Inc.

• Philippines
• IT Services and IT Consulting
• 1 - 100 Employee

• Account Relationships Executive

  • Feb 2012 - Jan 2023

  - Develop and maintain strong relationships with key accounts, acting as the primary point of contact for their payment needs. - Collaborate with internal teams to ensure timely and accurate execution of account requirements, while identifying opportunities for upselling and cross-selling additional payment solutions. - Conduct regular account reviews to assess customer satisfaction and identify areas for improvement, leveraging feedback to enhance the overall customer experience. -Monitor market trends and competitor activities, providing insights and recommendations to optimize account strategies and drive business growth. -Serve as a trusted advisor to clients, providing expert guidance on industry best practices and offering tailored solutions to meet their specific payment objectives. Show less