Jennifer P.
Corporate Banking Sales Specialist at BPI AIA Life Assurance Corp.- Claim this Profile
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Bio
Experience
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BPI AIA Life Assurance Corp.
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Philippines
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Insurance
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400 - 500 Employee
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Corporate Banking Sales Specialist
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Jul 2019 - Present
Responsible for delivering revenue and activity targets assigned to by offering products on employee benefits such as group life insurance to corporate accounts or enterprises. • Solicit new business leads/ referrals from BPI Corporate/ Business Banking Relationship Managers, Bancassurance Sales Executives and other channels that may be identified by the Company • Present to and close new business account • Offer benefits enhancements/ additional benefits during renewal period • Establish, maintain and cultivate relationship with the BPI Corporate/ Business Banking Relationship Managers and other distribution channels identified by the Company • Establish, maintain and cultivate relationship with new and current client portfolio • Introduce and endorse the Account Management team to the client during plan installation • Prepare and submit sales reports Show less
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Scientific Analytical Tools
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United Arab Emirates
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Security and Investigations
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1 - 100 Employee
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Administrative Assistant cum Sales and Marketing Executive
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Dec 2017 - Jul 2019
• Initiated and implemented the Partner’s Portfolio Program. • Collaborates with other junior sales and marketing executives. • Professionally coordinates with global partners for sales and marketing opportunities. Facilitate international sales and marketing efforts including proposal preparation. • Handles various products from IT software and hardware, security and forensic solutions among others for government and private sectors. • Ensures excellent customer service through timely response on inquiries. • Conducts market research and grow the sales database for various products. • Prepares and conducts customized presentations for different audiences. • Represented the company in various industry exhibits. • Professionally attend to incoming calls • Tracks software renewals through smart sheet application, maintains the company database of suppliers and clients. • Update Leads and Tenders status. Follow up Purchase order and facilitate the complete sales cycle. • Prepares quotations, send directly to client or upload to supplier’s portal for tender participation. • Contact end users for additional information and coordinate with respective parties/department to ensure quality service is provided. • Provide administrative support to BDM and Business Strategy Manager. • Sets appointment, attends meeting with clients and suppliers and partners. Show less
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Shine Bright Cleaning Services
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United States
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Facilities Services
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Administrative and office manager
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Jun 2017 - Dec 2017
• Successfully handled 15 staff, managed the overall administrative and operations on a daily basis. • Maximized client bookings and ensured proper and strategic scheduling of staff for efficient dispatch. • Effectively handled difficult staff through diplomatic approach in addressing issues with the ability to distinguish when serious action is needed. • Initiated incentive program to motivate better performance. • Ensured excellent services are delivered to clients and successfully resolved client complaints and other issues. Show less
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Abu Dhabi Commercial Bank
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United Arab Emirates
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Banking
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700 & Above Employee
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Telebanking Relationship Manager-Privilege clients
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Feb 2015 - Nov 2016
• Increased the AUM by offering offshore accounts and investment products to privilege clients. Cross-sell and upsell of other bank products. • Successfully provided excellent customer service to clients through efficient coordination with other departments concerned. • Increased database by highlighting the benefits of Privilege banking services to qualified bank clients. • Ensure that all auditable process and procedures are followed and audit responses are addressed and responded to in a timely fashion, and also that any service failure is remedied immediately to avoid any threat to the banks reputation. Show less
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Standard Chartered Bank
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United Kingdom
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Banking
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700 & Above Employee
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Sales Officer, New Business - Employee banking
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Feb 2014 - Feb 2015
• Successfully gathered new leads, visit listed and Non-listed companies, negotiate with authorized officers and employees regarding banking facilities. • Provided excellent customer service by assisting them in availing personal loans and credit card products. • Visited different companies and Assist Human Resource and Finance Managers in including the company in the Banks listed companies. • Ensured that application forms are completely and accurately filled without fraud. • Successfully gathered new leads, visit listed and Non-listed companies, negotiate with authorized officers and employees regarding banking facilities. • Provided excellent customer service by assisting them in availing personal loans and credit card products. • Visited different companies and Assist Human Resource and Finance Managers in including the company in the Banks listed companies. • Ensured that application forms are completely and accurately filled without fraud.
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BPI-PHILAM LIFE ASSURANCE CORPORATION
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Makati, National Capital Region, Philippines
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Corporate Relationship Executive, New business
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Apr 2012 - Feb 2014
• Conducted lead generation process and set appointment for product presentation with prospect company’s key decision • Prepared sales plan, database and other administrative report as required by the Sales Manager. • Built rapport with Relationship Managers of our partner Bank of the Philippine Islands' • Planned and implemented promotional events in different corporations. • Coordinated with accounts management team for endorsement and after sales service. • Ranked NO. 1 - OVERALL SALES (ANP) PERFORMANCE Year 2013 Show less
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Jardine Distribution, Inc.
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Philippines
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Chemical Manufacturing
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1 - 100 Employee
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PROJECT SPECIALIST/Channel Sales Supervisor
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Oct 2011 - Feb 2012
• Handled the national distributor accounts and conduct marketing intelligence during meetings with major associations. • Visited developers and real estate companies for product presentation on construction-related products. • Conducted work-with sessions with sales representative. • Handled the national distributor accounts and conduct marketing intelligence during meetings with major associations. • Visited developers and real estate companies for product presentation on construction-related products. • Conducted work-with sessions with sales representative.
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OEP GROUP 友華集團
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Taiwan
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Pharmaceutical Manufacturing
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100 - 200 Employee
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Medical Representative/Territory Manager
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Sep 2002 - Sep 2011
• Experienced in detailing product benefits and features to target doctors. • Successfully planned and implemented marketing activities to reach specific goals in line with the organizations strategies. • Participated in trainings and workshops on Pharmaceutical Selling Skills which is also applicable to other industries. • Conducted several product presentations and organize events such as product launch, round table discussions of top doctors and speakers. • Awarded National product champion: Naprelan/Naproxen 2004 and Ansimar/Doxofylline 2006. • Member of the National Marketing Intelligence team: 2008 to 2009 Show less
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AXA
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France
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Insurance
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700 & Above Employee
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Customer Service Assistant
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Mar 2000 - Jul 2002
• Efficiently provided assistance to policyholders and agents on their insurance needs on a face to face setting and over the phone. • Taken and passed LOMA 1nd 2 examination (Life office Management Association, USA) • Efficiently provided assistance to policyholders and agents on their insurance needs on a face to face setting and over the phone. • Taken and passed LOMA 1nd 2 examination (Life office Management Association, USA)
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NS Ocana, Inc.
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Printing Services
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1 - 100 Employee
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Cashier and Head Teller
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Jul 1996 - Feb 2000
• Handled the daily bank reconciliation report • Supervised the daily operation • Handled the daily bank reconciliation report • Supervised the daily operation
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Education
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University of St. La Salle
Bachelor of Business Administration - BBA, Business, Management, Marketing, and Related Support Services -
Carlos Hilado Memorial State College
Master of Business Administration - MBA, Business Administration and Management, General