Account Office
6 days ago
ACCOUNT OFFICER
- Identify and engage prospective clients through networks and partners
- Conduct background checks and initial credit assessments
- Maintain strong client relationships with personalized service
- Monitor loan processes and encourage renewals
- Develop and present market value propositions to clients
- Track client feedback and identify cross-selling opportunities
- Build public and industry relationships to support business development
- Lead product presentations and promotional activities
- Analyze market trends and competitor activities
- Support development of marketing strategies
- Help achieve individual and team sales targets
- Coordinate background investigations and verification processes
- Prepare legal and loan documentation accurately and on time
- Maintain detailed client records and ensure timely reporting
- Ensure compliance with internal and external requirements
- Review policies and recommend improvements to meet client needs
QUALIFICATIONS:
- Bachelor's degree in Business Administration or a related field.
- Experience: At least 1 year of marketing/ Sales experience, preferably in a financial institution or a related industry.
- Additional Advantage: Established networks or a client base.
- Additional Advantage: Experience with loans
Work set up: Onsite
Work Location: Ortigas
Company: Financing
Job Types: Full-time, Permanent
Pay: Php20, Php25,000.00 per month
Benefits:
- Company Christmas gift
- Company events
- Health insurance
- Opportunities for promotion
Ability to commute/relocate:
- Ortigas: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Age?
- Do you have experience in accounts, loans, financing?
- Do you have an Established networks or a client?
- Do you have experience in Sales?
- How much is your expected salary?
- Amendable for 20,000-30,000 basic pay?
Education:
- Bachelor's (Required)
Experience:
- Account officer: 1 year (Required)
Work Location: In person
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