Portfolio Management Specialist

5 days ago


Manila, National Capital Region, Philippines BFS, Inc. Full time
Job Description

We are seeking a skilled Business Development Representative to join our team at BFS, Inc. The ideal candidate will have expertise in implementing lead generation strategies to drive business growth.

The successful candidate will oversee portfolio management, account management, and documentation control, encompassing target setting, account profiling, authority to transact clearance, negotiation with clients, proposal preparation through the Account Management System (AMS2), and documentation closing.

This role also involves generating management information system (MIS) reports to inform business decisions, fostering effective stakeholder relationships, and undertaking additional job-related projects as assigned by senior management.

In addition, the Business Development Representative will execute fieldwork activities, including door-to-door visits and on-site processing, in addition to making calls, preparing letters, sending emails, and interacting with clients through the web.

  • Key Responsibilities:
  • Develop and implement lead generation strategies
  • Manage portfolios and ensure timely processing of accounts
  • Maintain effective communication with stakeholders
  • Prepare MIS reports and provide business insights


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