Job Description
JOB DESCRIPTION:
1. Responsible for the achievement of Retail Banking goals in the assigned UBP Region and revenue targets by developing strategic plans and implementing creative
marketing strategies; Increase in RM activation rate.
2. Supports the Banca Heads day to day operations to ensure achievement of their targets;
3. Collaborates with other department (BLU, Finance, Claims, Policy Services) on matters involving Sales;
4. Submits daily and weekly productivity report to the Banca Channel Head;
5. Prepares and present monthly, quarterly and annual sales and profit performance;
6. To be able to attend to the requests of clients and partners which includes but not limited to preparing quotation and policy issuance requests
7. Ensures alignment and compliance of the Sales processes to Technical/Underwriting Procedures;
8. Attends and resolves various channel concerns;
9. Builds, maintains and manages good relationsh...
1. Responsible for the achievement of Retail Banking goals in the assigned UBP Region and revenue targets by developing strategic plans and implementing creative
marketing strategies; Increase in RM activation rate.
2. Supports the Banca Heads day to day operations to ensure achievement of their targets;
3. Collaborates with other department (BLU, Finance, Claims, Policy Services) on matters involving Sales;
4. Submits daily and weekly productivity report to the Banca Channel Head;
5. Prepares and present monthly, quarterly and annual sales and profit performance;
6. To be able to attend to the requests of clients and partners which includes but not limited to preparing quotation and policy issuance requests
7. Ensures alignment and compliance of the Sales processes to Technical/Underwriting Procedures;
8. Attends and resolves various channel concerns;
9. Builds, maintains and manages good relationsh...