Business Development Officer

7 days ago

Makati City, National Capital Region, Philippines My Ranggo Full time

Acquisition: Expand Affluent Segment client base by acquiring quality HNW accounts

  • Prepare and present sales acquisition plan according to the assigned segment focus.
  • Gain knowledge and keep updated on all products, services, programs, and promos relevant to the Segment and be able to match these with client requirements.
  • Understand how the current events in the market and economy are relevant to clients' needs and integrate into acquisition tactics consistent with the Preferred Segment's mission/vision and strategy.
  • Use appropriate acquisition tools that are relevant to the client's situation and environment.
  • Manage client requirements and concerns from acquisition to turnover.
  • Acquire affluent clients and reach the monthly/quarterly/annual target based on the committed year-end targets.
  • Assist and transition clients in a timely manner to appropriate groups for relationship management.

Partnership and Activation: Identify and connect with key organizations that cover Affluent Segment target market

  • Build and maintain relationships with relevant key clubs, associations, and networks according to the assigned segment focus.
  • Attend functions and events and create opportunities to promote BPI Preferred.
  • Mount events and activations as an avenue to generate warm leads.

Administrative Function: Create necessary documentation and reports to track and monitor progress, financials, and other relevant metrics.

QUALIFICATION:

  • College or MBA graduate.
  • Preferred Courses: Business Management/ Economics/ Marketing.
  • Work Experience of at least 3-5 years in retail banking or any industry dealing with known customers, including the management thereof. Ideally from industries such as financial products/services, retail, or fast-moving consumer goods, preferably in the areas of traditional/digital marketing, sales, branch banking or business development.
  • Knowledgeable in B2B acquisition.
  • Tech-literate.
  • Exposure to Analytics, Market Research, Customer Relationship Management (CRM) and loyalty.
  • Self-starter, creative and analytical.
  • Highly interested in people and customer behavior.
  • Deals well with ambiguity and complex processes; can work in an ambiguous environment.
  • Articulate; able to deal with all levels of the organization.
  • Strong communication skills, articulate and flexible.
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