Segment Manager

The primary objective of the Segment Manager is to drive revenue growth and expand PETNET’s corporate client network by acquiring and developing high-value accounts within identified industries and categories. This is achieved through a focused and relationship-driven approach targeting Top 5000 (or as applicable based on the assigned location) corporations with significant foreign exchange requirements.

The Segment Manager leads the acquisition, development, and growth of corporate relationships, with the goal of increasing PETNET’s share of client FX transactions over time and positioning the organization as a trusted Corporate FX Specialist.

KEY FUNCTIONS AND RESPONSIBILITIES

• Assist with sales and marketing strategy development and implementation. This includes developing strategic plans and project studies/briefs to grow the clients of PETNET Forex Solutions.
• Drive the development and execution of Segment Unit strategies focused on Top Tier Clients / Corporations(or as applicable based on the assigned location) in the Philippines
• Identify target industries and high-value accounts with significant FX exposure
• Develop account plans and engagement strategies to grow PETNET’s share of client FX transactions
• Contribute insights and recommendations to strengthen PETNET’s positioning as a Corporate FX Specialist.
• Lead the acquisition of Tier 1 corporate clients aligned with defined revenue and volume targets.
• Conduct client meetings, product presentations, and business discussions to onboard new corporate accounts.
• Build and maintain a strong pipeline of high-value prospects
• Establish and manage strategic partnerships and referral channels to support client acquisition.

Client Onboarding & Documentation

• Lead in the onboarding of corporate clients, and coordination with the CRO for KYC checking and activation
• Oversee completeness and accuracy of KYC requirements, Application to Purchase, and Proof of Payment
• Oversee the timely approval and activation of clients
• Lead in the monitoring of client onboarding progress and proactively follow up pending requirements

Relationship/Account Management

• Assist in the management of the client /partner’s trading requirements.
• Develop long-term relationships to increase PETNET’s share of client FX transactions over time
• Collaborate with CRO and internal teams to ensure seamless client servicing
• Develop long-term relationships to increase PETNET’s share of client FX transactions over time.

Reports

• Monitor and provide regular reports on the performance of leads/clients being generated by the assigned segment.
• Provide other special reports as necessary and requested by the management
• Monitor and track performance of leads, pipeline, and acquired clients
• Provide regular updates on client acquisition, onboarding status, and transaction activity
• Maintain accurate records of client engagements and opportunities
• Submit required reports and insights to management to support decision-making

Compliance

• Ensure all client onboarding, transactions, and engagements comply with BSP, AMLC, and internal policies
• Work closely with Compliance and internal teams to ensure proper documentation and regulatory adherence
• Uphold risk management standards in handling corporate clients and transactions

Problem Solving

• Uphold risk management standards in handling corporate clients and transactions
• Handle escalation and troubleshoot resolution of a partner/client’s concern
• Ensure high level of client satisfaction through proactive resolution and communication
• Coordinate with internal stakeholders to resolve operational and transaction-related issues

Others

• Coordinate with internal stakeholders to resolve operational and transaction-related issues
• Perform additional tasks as required
• Contribute to the overall growth, strategy execution, and success of the Segment Unit

Qualifications.

• Education. Bachelor's Degree Graduate of Business Administration, Communications, Banking and Finance, or equivalent field;
• Experience. At least 3 years of experience in business development, process mapping, account management and lead generation;
• Working Setup. Hybrid
• Working Schedule. Monday to Friday, Semi Flexible.

Discover the Perks.

• From day one, you'll receive comprehensive HMO and life and accident insurance coverage, ensuring your well-being and peace of mind. But that's just the beginning
• Embrace the Futu