Account Officers - New Business
Phil Exeqsearch Solutions Inc.,
- Pasig, PhilippinesUnit 908, The Taipan Place, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, PhilippinesPasigMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
- Achieves 100% of assigned business target.
- Submits and provides baseline information on industries assigned.
- Provides client information and updates & customer feedback to the BDM.
- Conducts handling of accounts following the approved corporate direct sales process.
- Endorses proposals to BDM and AVP with limits up to the Actuarial approved rates.
- Reviews and provides recommendations on pricing, on benefits package and the like to see the feasibility of closing the account.
- Escalates all pricing and benefit concerns to the BDM to discuss for approval with the President.
- Prepares client proposals, presentation materials, and correspondences.
- Schedules meetings, presentations and negotiations depending on the size and sensitivity of account.
- Endorses new accounts together with all the attachments and supporting documents provided by the Account Officer to Actuarial Team, QRFT, Underwriting Team, and Account Management Support Team.
- Monitors assigned accounts and leads on a monthly basis, together with the required information on industry reports.
- Attends internal meetings as required.
- Collaborates with the team and the co-AOs on project planning.
- Compliance with account requirements on KYC policies, good governance, and other policies concerning accounts management
Trình độ tối thiểu
- Graduate of any four-year Business Course
- With at least 1-3 year experience in Client Acquiring and Accounts Management
- Willing to work in Taguig or Makati
- Can start immediately
Tóm tắt công việc
- Trình Độ Công Việc
- Trình độ nhân viên cấp trung bình / cấp quản lý
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- Unit 908, The Taipan Place, F. Ortigas Jr. Road, Ortigas Center, Pasig, Metro Manila, Philippines
- Ngành nghề
- Management Consulting
- Vị trí đang tuyển
- 10 vị trí tuyển dụng mới
- Trang web
- http://www.philexeqsearch.com
Về Phil Exeqsearch Solutions Inc.,
Phil Exeqsearch primarily caters to a diversified portfolio of companies from different industries, offering services such as onetime placement, headhunting, and executive search services. It aims to effectively bridge capable and highly qualified individuals to diverse businesses that will help them take advantage of their skills, interests, and resources for their common good.