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Corporate Sales Associate
1 week ago
Job Purpose
To provide support on the activities of the In-House Sales Group in achieving the annual revenue target.
Job Description
To ensure service delivery of the Sales Team to external clients:Preparing & Encoding of Proposals for BDOs
Attends to phone and email inquiries of both internal and external customers
To ensure support in all activities of the Sales Group:Preparing for collaterals, presentation materials for meetings, townhalls & company-sponsored events
Monitors Marketing supplies and request from FPAD for its requisition
Coordination with different departments (AMD, Underwriting, MRD and ETC) for new account endorsements
Monitoring and safe keeping of the compliance requirements such as but not limited to a) AMLA, b) MDPA
Overseeing and helping in organizing internal and external Sales events but not limited to a) Sourcing vendor proposals, b) Inter Department coordination
To do other tasks or duties assigned by the Sales' Officers
To ensure all data and reports are accurate and readily available:Requesting, consolidating and summarizing information / demographics to create a more specific and tailor-fitted proposal based on the details submitted
Submitting weekly and monthly reports of the team regarding closed accounts, pipeline report for accounts with closing probability 50% to 90%
Analyzing and extracting the utilization report such as sorting the number of cased of In-Patient and Out-Patient availment to distinguish the frequency and average utilization per head and other given documents of an account to know whether they are utilizer or not
Updating and monitoring the approved franchised of the BDOs
Managing, updating and maintaining the files of the departments' documents
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