Client Relationship Specialist

1 week ago


Quezon City, National Capital Region, Philippines UnionBank of the Philippines Full time
Job Description:

The Client Relationship Specialist will be responsible for planning, organizing, and leading business generation programs to increase the account base and total funds portfolio.

This role involves conducting market surveys, determining client requirements, and packaging products accordingly to outflank competition.

The successful candidate will also conduct regular business calls and presentations to prospective clients, submit Call Reports of marketing activities/sales calls, and regularly call existing clients to determine their perception of the bank's products and service quality.

A key aspect of this role is providing guidelines to branch service personnel on relationships to be established/maintained for every client and formulating strategies to ensure attainment of business volume.

The ideal candidate will have a competent knowledge of UnionBank's products and services and stay abreast of banking and financial services industry practices.



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