Sales Manager

3 hours ago

Makati City, National Capital Region, Philippines TBD Full time ₱1,500,000 - ₱3,000,000 per year

Sales Manager — Wealth & Investment Distribution

We are seeking an ambitious, strategic, and growth-driven Sales Manager to lead distribution efforts, strengthen market presence, and drive long-term business value within the investment and wealth management industry. The ideal candidate brings leadership capability, financial product sales experience, and strong relationship-building skills across corporate and institutional channels.

Key Responsibilities

Sales Leadership & Team Enablement

  • Lead initiatives that drive investment inflow, including roadshows, client education sessions, and partnership events.
  • Coach, mentor, and develop sales agents and account officers to enhance capability and performance.
  • Conduct joint fieldwork and sustain strong relationships with clients and strategic partners.

Sales Management

  • Develop and manage a high-performing sales and agency force.
  • Oversee sales planning, forecasting, reporting, and governance.
  • Monitor performance KPIs and implement improvement strategies.
  • Achieve assigned revenue and productivity targets.

Business Development

  • Identify new market opportunities across enterprise, institutional, and private wealth channels.
  • Support and execute business development strategies to expand distribution and client acquisition.
  • Collaborate with Marketing and Product teams to strengthen brand positioning and lead generation.
  • Represent the organization in investor events, partner meetings, and industry engagements.

Operations & Compliance

  • Align execution with senior leadership priorities and business goals.
  • Ensure compliance with regulatory standards and internal policies.
  • Maintain required licensing and certifications relevant to the role.

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 3–5 years of experience in corporate sales, business development, or account management in
    fund management, bancassurance, asset management, or banking
    .
  • UITF Certification and CISOL Licensure (or willingness to obtain).
  • Strong leadership presence, communication skills, and client-focused approach.

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