
Relationship Manager
3 weeks ago
Be among the first 25 applicants
Direct message the job poster from UnionBank Financial Services and Insurance Brokerage Inc. (UFSI)
Talent Attraction Officer at UnionBank of the Philippines | Retail Banking | Commercial Banking | SalesJob Description
- Daily activities include client engagement to drive portfolio action
- Address investment related or transactional queries ( Casa / credit card)
- MGM/ referrals on new to bank
- Cross sell opportunities to cards/ loans / other products
- Regularly attend market outlook briefings - internal /external
- Portfolio review to at least 1-2 clients
- Actively participate in the Power Hour callouts - tag campaigns in ECRM.
- Review daily production and its impact of their Scorecards.
- Skills
- Communication Skills, Interpersonal Skills, Integrity, Analytical skills - ability to understand fundamentals of the market and apply it on portfolio actions on a per client level. Aptitude to pass both internal and external certifications
- Bachelor's and University Degree in Finance, Business, Economics, MBA, Management, Marketing, Graduate, Business/Administration, Engineering, Education
- Mid-Senior level
- Full-time
- Marketing, Sales, and Finance
- Banking
Referrals increase your chances of interviewing at UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) by 2x
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Relationship Manager
4 weeks ago
Makati, Philippines CIBI Information Inc. Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from CIBI Information Inc. Talent Acquisition, Development and Performance Management Be part of CIBI Information Inc. , a purpose-driven company at the forefront of enabling better credit decisions in the Philippines and...
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Relationship Manager
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Relationship Manager
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Relationships Manager
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Relationship Manager
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Makati, Philippines First Metro Asset Management Inc. Full timeThe position is responsible for over-all sales performance, acquisition of new business, retention of quality business and relationship management through the direct sales channel. College graduate preferably business related Supervisory level - sales related field work preferably in financial services but not required Basic knowledge in Investments,...
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Relationship Manager
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Makati, Philippines Mizuho Full timeThe ideal candidate is a team player with at least 3 years of experience as Relationship Manager handling corporate accounts. Responsibilities Solicits and negotiates deals and executes transactions from new and existing accounts Manages and grows the assigned accounts while maintaining the required credit quality and compliance in all procedures and...
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Relationship Manager
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Makati City, National Capital Region, Philippines Guevent Investments Development Corp. Full time ₱900,000 - ₱1,200,000 per yearOur client, Salcedo Auctions, the country's premier auction house, is seeking a Relationship Manager to join our dynamic team.JOB DESCRIPTION AND RESPONSIBILITIES:Client and Consignor Engagement. Build relationships and guide clients through consignment and bidding.System Management. Maintain client and consignment records and coordinate updates...
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Relationship Manager
1 week ago
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