Bachelor's degree in business administration major in Management
University of Luzon
Hi! I’m a dedicated Executive Admin and Virtual Assistant with professional roots in sales, marketing, and financial advising. I know how important it is to stay organized, efficient, and client-focused—and I bring that mindset to every project I take on.
University of Luzon
Solicit new business, cross-sell and up-sell identified BPI AIA products to the bank’s customer base
Establish, maintain, and grow relationships with the bank officers and staff in the branch/es they are assigned to for the purposes of generating bancassurance leads and bancassurance business
Establish, maintain, and grow relationships with prospective and existing clientele; Perform customer service
and business conservation activities
Act as a liaison between the customer and our back office for policy servicing and claims; submit required reports on time
Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business
• Support the existing B2B network & further develop it
• Seek out new business development opportunities
• Communicate with Manning/ Training Managers by presenting
PHILCAMSAT's course offerings
• Attend exhibitions/conferences representing the company
• Create reports and sales analysis
• Analyze sales trends, market dynamics and report to determine business growth potential
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.