BRANCH MARKETING OFFICER

The Branch Marketing Officer for Virtual Stores is assigned a portfolio of high-net-worth (Preferred) clients of the Bank. They serve as a trusted financial advisor, addressing clients personal financial needs, discussing their financial goals to better understand their objectives, recommending suitable off-the-shelf solutions, and providing updates on portfolio performance and activity. They are responsible for growing and managing their portfolio to drive total funds growth, achieve profitability targets, increase share of wallet, deepen product penetration, and promptly address client service requests to maintain strong relationships. As a Virtual Relationship Manager, they champion an excellent customer experience by leveraging sophisticated CRM and telephony systems.

Responsibilities

• Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provides financial advice and wellness to clients based on their profile and risk appetite
• Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations, and addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT)
• Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions, and usage of digital channels
• Acquires new-to-bank clients; handles omnichannel opportunities; and closely monitors and provides regular updates to each client
• Encodes on all available reporting tools to document results of client conversations
  
  

Qualifications

• Bachelor's degree in any business related courses
• Minimum of 2 years of experience in sales and marketing preferably
• Understanding the account profitability analysis (APA) of clients
• Knowledge of business acumen; Financial markets and economic conditions
• Knowledge of sales management processes, policies, and procedures
• Strong communication and presentation skills
• Probing and spotting opportunities; skill in uncovering needs of clients during conversations
• Willing to be assigned onsite in BPI Buendia Center Makati