Junior Forex Trader

• May 2023 - Present

• Trade foreign currencies by capitalizing on the difference between the market's buying and selling prices;•Provide feedback to Head Trader and Forex Department Head on trading opportunities, market news, and service issues to assist in decision-making;• Monitor and communicate foreign exchange levels;• Coordinate with Forex Back Office to ensure smooth workflow of all trade transactions;Sales• Grow client portfolio through synergized efforts with WUBS/ other departments, or through self-generated leads;• Conduct marketing and social calls to high net-worth individuals and corporations;Researching• Keep abreast of market developments and BSP rules to anticipate forex movement and regulatory actions. Show less

Senior Forex Account Officer - Corporate Sales

• Feb 2021 - Present

Sales Account Management• Study and gain sufficient knowledge of Company products and services;• Generate and qualify leads;• Source and develop client referrals;• Prepare sales action plans and strategies;• Schedule sales activities and follow up results/outcomes of these activities;• Make sales calls to new and existing clients;• Personally develop and/or assist in the development of presentations of Company products and services to current and potential clients;• Conduct or participate in the presentation of Company products and services to current and potential clients;• Negotiate with clients and assist in them in the completion, collation, submission of all documentary requirements to enable them to avail of the Company’s products and services;• Personally develop and/or assist in developing sales proposals;• Respond to sales inquiries and concerns by phone, electronically or in person;• Ensure and enhance customer service satisfaction and good client relationships;• Perform quality checks on product and service delivery;• Monitor and report on sales activities and follow up for management;Marketing Function• Assist in the development and maintenance of sales and promotional materials;• Assist in planning and conducting direct marketing activities;• Participate in marketing and sales events;• Monitor competitors, market conditions and product development;Sales Training• Conduct product training, as and when required by your immediate or Department head;After-sales• Train/assist clients to effectively and efficiently avail of the Company’s products and services• Report and Document Management• Develop and maintain a customer database;• Maintain sales activity records and prepare sales reports;• Coordinate with other Departments as and when necessary to carry out tasks and responsibilities Show less

Financial Advisor

• Jun 2018 - May 2021

• Closing sales while establishing lifetime satisfaction with customers • Serves customers by selling products and meeting customer needs. • Answer customers’ questions and provide information on procedures and policies. • Correlate monthly sales reports • Maintain awareness of all promotions and advertisements. • Focuses sales efforts by studying existing and potential volume of dealers. • Contributes to team effort by accomplishing related results as needed. • Closing sales while establishing lifetime satisfaction with customers • Serves customers by selling products and meeting customer needs. • Answer customers’ questions and provide information on procedures and policies. • Correlate monthly sales reports • Maintain awareness of all promotions and advertisements. • Focuses sales efforts by studying existing and potential volume of dealers. • Contributes to team effort by accomplishing related results as needed.

Franchise Relation Officer

• Aug 2017 - Dec 2020

Sales Account Management• Increase sales conversion by 60% year on year by leading franchise expansion activities. • Franchise presentation in National Capital Region, Baguio city Cebu, Davao, Iloilo, Isabela, Laguna, Bulacan, General Santos city, Zamboanga city• Increase company owned location by 70% within the year 2019 to 2020. • Generate and qualify leads • Assist with the development and implementation of Franchisee specific business plans and budgets• Monitor and report on sales activities and follow up for management• Responsible for preparing sales actions, strategies and budget • Deliver confident business orientation and technical webtool training • Perform tele-marketing, tele-Inquiries and Email marketing• Sales on Special Events (E.G Exhibit Events, Sales Event, On-the-Road sales)• Prospecting Franchisees during Franchise Events • Identify in-store training needs and implement (OTJ) on the job training interventions and coaching• Explain prospective clients about the advantages of the products or services offered and follow up with them in order to close the business deals.Marketing • Involve with social media marketing • Enhance engagement of Unified Products and Services official Facebook page from 80 to 100%. • Ensure implementation of national marketing campaigns • Interpret monthly management accounts, benchmark and suggest corrective actions • Assist and follow up completion of franchisee requirements for compliance• Competitor analysis and product development. • Conducts Feasibility study and financial study for Franchisees. Aftersales• Maintains a good record of compliances, legalities of Franchisees and investorsReport and Document Management• Maintains up-to-date product knowledge and information on upcoming product releases.• Develop and maintain a customer database• Prepare and present monthly and yearly sales report with the top management Show less

Franchise Relation Officer

• Aug 2017 - Nov 2020

Marketing Associate- Staff 2

• Mar 2016 - Dec 2016

Business Development • Assist in the implementation of marketing programs and services, monitoring reports for business development unit • Ensuring that the products are developed and / or enhanced and implemented effectively and accurately • Cross sells bank products and services Operational efficiency • Handles over the counter transactions including deposits, withdrawals, bills payment foreign currency transactions and other miscellaneous transactions. • Identify the negotiability of cash and legal tender • Ensure accuracy, correctness and completeness of reports • Comply with banking standards and procedures Customer Satisfaction • Builds and maintains professional business relationship with external customers • Identifies business client solutions and problems • Perform accurately and timely processing and entering of bank check orders using AS100 system. Show less

Intern, Corporate Sales Marketing

• Nov 2014 - Mar 2015

Administrative • Assist the department in preparing promotional material and sales presentations • Assign to track and verify business transactions of sales associates • Reviews appropriate execution and on track timeline for every projects • Update Customer information records Communication/ Marketing • Respond to customers concerns and inquiries • Promotes new products and services to new and old customer • Route and direct customer requests to appropriate personnel. Advertising • Organize and update mail database and measured ad campaigns • Plan and propose promotional activities and strategies Show less