New Accounts Specialist

1 day ago

Pasig, Philippines COL Financial Group, Inc. Full time

About the Company COL Financial is the Philippines' leading online stockbroker, offering access to both stocks and the country's top funds at COL has reached hundreds of thousands of people in its commitment to help Filipinos build wealth and achieve financial independence through investing. Responsibilities Lead Generation & Promotion Facilitate campaigns and initiatives to generate new leads, improve sales conversion, and enhance the customer experience Promote and offer COL products and services— including the COL Strategic Growth Fund (CSG), COL Equity Index Fund (CEIF), and other key offerings— to prospective and existing clients Support the organization and facilitation of company events and financial literacy activities Account Opening & Onboarding Manage the completion, review, and approval of account applications, ensuring timely funding and progression to the first investment or trade Provide responsive assistance to customer inquiries via walk-ins, email, or phone, ensuring clear communication and professional support Reporting & Data Management Maintain accurate and up-to-date records across all sales CRM platforms Prepare regular reports, including monthly sales reports and other required documentation Qualifications Bachelor’s Degree in Communications, Marketing, Finance, or any related course At least 2 years of work experience in Sales, Marketing, or Client Services; fresh graduates are welcome to apply Strong verbal and written communication skills Proficient in Microsoft Excel and PowerPoint; experience with data tools or dashboards is a plus Background in event planning, digital campaigns, or marketing communications is an advantage Basic knowledge of financial markets is preferred but not required Willing to work onsite at Ortigas Center, Pasig City #J-18808-Ljbffr

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