
ACCOUNT OFFICER
2 days ago
Responsibilities
Client Engagement
- Proactively connect with potential clients through referrals, networking, and organizational partnerships.
- Perform initial evaluations, including basic background and credit checks.
- Support clients throughout the entire account process—from application to renewals and follow-ups.
- Present products and services while gathering feedback to improve client satisfaction.
- Recommend suitable financial solutions tailored to client requirements.
- Build and maintain partnerships with stakeholders from both private and public sectors.
- Conduct product and service briefings for both internal teams and external contacts.
- Monitor market trends, competitor activities, and client preferences to shape business strategies.
- Contribute to marketing initiatives and campaigns aimed at achieving growth targets.
Administrative & Operational Support
- Coordinate with internal teams to ensure accurate document processing and verification.
- Assist in the preparation of documents for legal, financial, and compliance purposes.
- Keep client files well-organized and up to date.
- Prepare and deliver timely reports, including:
- Weekly activity summaries
- Monthly action plans
- Progress and performance updates
- Recommend process improvements based on client insights and industry changes.
- Perform other related tasks or administrative support as directed by management.
Job Type: Full-time
Pay: Php20, Php30,000.00 per month
Application Question(s):
- How much is your expected salary?
Education:
- Bachelor's (Required)
Experience:
- Marketing: 1 year (Required)
- Sales: 1 year (Required)
Work Location: In person
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