Mayi Lubaton
Head of Premium at COL Financial Group, Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified UITF Sales Person
Bangko Sentral ng PilipinasJun, 2022- Sep, 2024 -
Certified Investments Solicitor
Securities and Exchange CommissionJul, 2014- Sep, 2024 -
Certified Securities Representative
Securities and Exchange CommissionDec, 2012- Sep, 2024
Experience
-
COL Financial Group, Inc.
-
Philippines
-
Financial Services
-
1 - 100 Employee
-
Head of Premium
-
Feb 2021 - Present
- Spearheads team initiatives to enhance customer experience of Premium clients - the top most tiered customers- Administers the premium team by crafting the organization’s service and engagement plans - Drives assignments and duties from the Premium team as well as carry out requisitions for resources needed for said tasks - Enables the onboarding of new premium accounts to their respective Client Experience Managers- Facilitates or engenders the training program for the Client Experience Managers and any Premium staff - Emplaces necessary service and engagement policies as well as tactical projects for any product awareness or marketing campaigns- Assists Client Experience Managers where needed as well as to handle necessary call/messaging escalations - Provides guidance for the team on matters of the market, regulations, and internal and external policies, as well as upon any and new company initiatives being carried out - Works with other departments to fulfill the needs of the premium team and to bridge the needs of other departments for premium customers - Provides management with status reports that outline the functionality and effectiveness of the Premium team Show less
-
-
Investor Center Manager
-
Sep 2014 - Jan 2021
- Managed the day to day operations and handled all other requirements of the Makati Investor Center- Supervised, managed and trained the Sales group on their intended tasks- Planned and reworked support strategies to promote quality and efficient output from the Sales group- Implemented strategies and policies for the Sales group- Facilitated and supported marketing programs, seminars, events and/or functions- Assisted in the cooperation of the Sales group with other teams and business departments- Handled and managed escalated problems, pressing issues and concerns as directed to Sales group- Provided status reports that outline the functionality and effectiveness of the Makati Investor Center Show less
-
-
Relationship Manager
-
Aug 2011 - Aug 2014
Relationship Manager, Business Center Ortigas-Managed the top most tiered of COL Financial Group Inc.-Fortified and expanded the portfolio of Premium clients through relationship management, client satisfaction, revenue generation, sales referrals and client retention-Managed after-sales transactions in an end-to-end basis
-
-
-
-
Production Manager
-
Sep 2008 - Jul 2011
- Planned and scheduled of all kinds of production shoots and meetings - Took charge of the marketing activities of shows and events in schools and organizations - Provided administrative support for the productivity and efficiency of all internal and external events - Spearheaded the production of big events - Managed the disbursement of finances for the production of shows - Established good relationship with different talents and suppliers - Started the documentation of some policies and generated forms for seamless work within departments Events Handled: Kerygma Conference (November 2008) in Philippine Sports Arena; Kerygma Conference (November 2009) in Araneta Coliseum; The Grand Easter Feast (April 2010) in SMX Convention Center; Run a Kilometer for Kerygma (May 2010) in Mall of Asia Grounds; Kerygma Conference (November 2010) in PICC; Leadership Gathering (January 2011) in Villamor Airbase; The Grand Easter Feast (April 2011) in SMX Convention Center Show less
-
-
-
ABS-CBN Corporation
-
Broadcast Media Production and Distribution
-
700 & Above Employee
-
Systems, Methods and Operations Management – Systems Specialist
-
Mar 2008 - Sep 2008
- Ensured sustainable business operations through strengthening company policies, systems and procedures - Assisted in the implementation of policies and projects - Reviewed the existing systems for possible improvements or changes Projects Handled: Studio Tours Enhancement; Audience Pass Issuance for Live Programs; Corporate Travel Policy; Human Resources – Internal Job Market Workpool Rates; Technical Operations Division Business Process Review; Car Rentals Expenses; Resource Management System; News Archiving System Show less
-
-
-
Chevron
-
United States
-
Oil and Gas
-
700 & Above Employee
-
Property and Facilities Optimization – Site Maintenance and Upgrade Analyst
-
Mar 2007 - Feb 2008
-Generated Site Maintenance and Upgrade operational expense reports of all Retail Stations in the Philippines to ensure that the expenses are within the budget -Analyzed all Key Performance Indicators Reports of Total Site Management Contractors to maintain the efficiency and productivity of all works done for the Retail Stations -Evaluated Call Management System of Contractors through summary reports -Monitored Retail Sites’ Permits, Preventive Maintenance reports, Equipment Transfers and Asset Ledgers to maintain integrity in proper documentation -Provided administrative support to Maintenance Supervisor, Engineers and Business Consultants Show less
-
-
Education
-
2002 - 2006
De La Salle University
Bachelor of Science in Industrial Engineering -
2002 - 2006
Miriam College
High School
Community
