
Regional Sales Officer
2 days ago
What the role will entail
- Achieve revenue targets by increasing spreads with existing and new clients, targeting sectors like BPOs, exporters, and EPZA, and promoting higher-fee products such as primary offerings and foreign currency fixed income investments
- Drive volume growth by expanding USD/PHP flows, focusing on high-volume clients, and intensifying coverage of MSME and retail accounts
- Cross-sell a variety of products including FX forwards, swaps, UITFs, and primary offerings at the division/store level to maximize client investment opportunities
- Develop strong client relationships through close partnerships with Stores, CBG, and WM RMs, participating in joint client calls, sales clinics, and organizing client events to identify cross-selling opportunities
- Ensure full compliance with all internal policies and regulatory requirements to maintain governance standards
- Bachelor's Degree in Math, Finance, Business Management, Accountancy, or any related course
- Must hold the following certifications: Treasury Certification Program (FX/FI), SEC Fixed Income Salesperson, and UITF Certification
- At least 3 years of relevant experience, with strong knowledge of treasury products, UITFs, and treasury systems
- Proficient in economics, mathematics, and Microsoft Excel, with strong analytical and numerical skills
- Must possess strong interpersonal, communication, and customer service skills, with a proven ability in sales, negotiation, problem-solving, and a positive, dependable, and team-oriented attitude
- Career development and training opportunities
- Competitive salary package and benefits
- Performance-based incentives and recognition programs to reward high-performing individuals
- Opportunity to work with industry experts and be mentored by them
- Defined career progression paths to guide you in your professional growth
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