Experience

Equicom Savings Bank

• Philippines
• Banking
• 1 - 100 Employee

• Sales Officer

  • Mar 2020 - Present

  Directly responsible for the growth in SME loans sales portfolio by working with different channels/ referrers (i.e accredited sales agents and agency, third party agencies, etc. ) -Aggressively sells the bank's SME loans through the various channels to meet the monthly targets.-Conduct training to different DSAs involving product knowledge, marketing strategies and other sales training programs.-Develops and implements incentive programs to increase the number of referrers and… Directly responsible for the growth in SME loans sales portfolio by working with different channels/ referrers (i.e accredited sales agents and agency, third party agencies, etc. ) -Aggressively sells the bank's SME loans through the various channels to meet the monthly targets.-Conduct training to different DSAs involving product knowledge, marketing strategies and other sales training programs.-Develops and implements incentive programs to increase the number of referrers and maximize individual productivity -Monitors and ensures effective implementation of marketing programs for SME Loans-Attend events, trainings and seminars to further enhance product knowledge and skills-Establishment and maintenance of relationship with different channels-Recommends accreditation of direct sales agencies and/or third party agencies-Conduct sales and marketing blitzes with different channels -Monitors sales performance of different channels on a regular basis-Recommends and implements intervention activities to improve performance-Conducts preliminary screening of loan applicants Show more Show less



Security Bank Corporation

• Philippines
• Banking
• 700 & Above Employee

• Sales Associate

  • Sep 2018 - Mar 2020

  -Soliciting of CA/SA-Cross Selling of Retail Banking Product (Credit Card, Personal Loan, Small Business Loan, Auto Loan, Home Loan and Bancassurance)-Soliciting New to Bank Customer-Soliciting Wholesale to Retail Company (Top 1000 Corporation)-Pre-screen loan applications for any document/information deficiencies and compute for the GMI and Debt Service Ratio to determine the eligibility of the client-Prepare necessary documents and compute for the estimated fees for loan… -Soliciting of CA/SA-Cross Selling of Retail Banking Product (Credit Card, Personal Loan, Small Business Loan, Auto Loan, Home Loan and Bancassurance)-Soliciting New to Bank Customer-Soliciting Wholesale to Retail Company (Top 1000 Corporation)-Pre-screen loan applications for any document/information deficiencies and compute for the GMI and Debt Service Ratio to determine the eligibility of the client-Prepare necessary documents and compute for the estimated fees for loan booking, registration of mortgage, insurances etc.-Soliciting thru Mapping (Building to Building to solicit the account) Show more Show less

• Account Assistant

  • Jul 2017 - Sep 2018

  DSA Personal Loan and Credit Card

• Intern

  • Jan 2017 - May 2017