Lhiz Belencion-Saxby

Head Altenative Investment at Armed Forces and Police Mutual Benefit Association, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Metro Manila, National Capital Region, Philippines, PH

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Credentials

  • Certified Trust Professional
    Trust Institute Foundation of the Philippines
    Jun, 2022
    - Oct, 2024
  • Certified Securities Representative
    Securities and Exchange Comission of the Philippines
    Aug, 2012
    - Oct, 2024

Experience

  • Armed Forces and Police Mutual Benefit Association, Inc.
    • Philippines
    • Insurance
    • 1 - 100 Employee
    • Head Altenative Investment
      • May 2022 - Present

  • United Coconut Planters Bank (UCPB)
    • Banking
    • 700 & Above Employee
    • Business Development Officer
      • Sep 2019 - Apr 2022

  • RCBC
    • Banking
    • 700 & Above Employee
    • Assistant Manager
      • May 2019 - Aug 2019

  • COL Financial Group, Inc.
    • Philippines
    • Financial Services
    • 1 - 100 Employee
    • Customer Relation Officer-Assistant Supervisor
      • Oct 2006 - Apr 2019

      Serves as the front liner of the company in all customer interfacings, responding to client requirements within the scope of work. Performs Telemarketing function by responding to inbound calls for customer inquiries regarding Online Stock Brokerage service, products, functionalities, the company’s website, businesses, stock market services and account opening process. Performs Telemarketing functions by doing Outbound calls to identified specific markets and enlist new clients or inform customers about new promos or event. Facilitates, supports and gets involved in marketing initiatives such as seminars, PR and other marketing events and functions. Coordinates with Accounting/Operations Departments regarding Clients status and stand on certain trading issues, such as additional funding, withdrawal, discrepancies, margins and accounting procedures. Follows established departmental policies, procedures, objectives, continuous quality improvement initiatives, safety and environmental standards. Show less

  • American Express
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales Representative
      • Mar 2006 - Sep 2006

Education

  • Jose Rizal University
    Bachelor of Commercial Science, Major in Finance
    2001 - 2006

Community

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