Post Job Free

Resume

Sign in

President/CEO

Location:
Philippines
Salary:
150k
Posted:
July 04, 2015

Contact this candidate

Resume:

RICARDO T. MARCELO, Jr.

** * ***** ******, ******* Subdivision

Pamplona 3, Las Piñas City

Mobile: +639**-***-****

Phone: (02) 401-97-90

US: +1-323-***-****

Skype ID: ricardo.t.marcelo.jr

E-mail address: acqk4o@r.postjobfree.com

Professional Experience

Feb. 2011 to

May 2015

Point Connect Contact Solutions, Inc.

18th Flr., Unit 1811 Medical Plaza Condominium

San Miguel Avenue, Ortigas Center

Pasig City

President/CEO

A. Acquire clients for the Company that are based in the US, Canada, UK, Australia and Singapore;

B. Assure that all client performance matrix are met i.e. sales, lead generation, appointment setting inbound/outbound sales, and inbound/outbound customer service; C. Review quarterly Financial Statements to assure the al financial profitability are met and adhered to;

D. Present to the Board of Directors all financial standing per Client during the Monthly and Quarterly financial review;

E. Performance Review of all Campaign/Program Manager and Team Leaders; F. Provide Campaign performance reports to the Board of Directors and recommend proper action plans to ensure individual accounts are profitable and sustainable. November 2009

to Jan. 2011

Reishigo Philippines

Rm. 3501 Raffles Corporate,

F. Ortigas Jr. Road, Ortigas Center

Pasig City

Sales and Marketing Manager

Sales Function:

A. Reporting to the Chief Operating Officer and in charge of all Sales activities in the Philippines and Mexico;

B. Provide the COO with the monthly sales targets and sales analysis/output; C. Recruit New Networkers/Leaders and Stockist for continuous Market Growth and Sales; D. Conduct all training such as the Business Opportunity Meeting (BOM), New Distributors Orientation (NDO), Leadership, Training the Trainer etc. E. Create tailor fit Training Programs for all Sales Levels/Stockist based on Training Needs Analysis (TNA);

F. Roll-Out agreed upon Nationwide Training Programs; G. Coordinate Sales Activities with respective Network Leaders and Accredited Business Centers/Stockist;

H. Resolve issues regarding Sales Administration, Company Policies and Procedures; I. Conduct meetings with Network Leaders and Stockist to establish monthly goals, objectives and entrepreneurial growth.

Marketing Function:

A. Create monthly promotional marketing strategies to elevate sales and achieve the targets; B. Design the Marketing collaterals and provide assistance to Accredited Business Centers on product marketability;

C. Formulate the Marketing Plan enhancement and recommend to the COO and Management for implementation;

D. Initiate Marketing Promotional Activities to promote the Reishigo Business/Network; E. Assist New Stockist in Market Area Exposure through Caravans, Sales Network Activities and Area Saturation.

June 2007 to

August 2009

American International Marketing Solutions, Inc.

LG-C Left Wing Lower Ground Floor, Worldwide Corp. Center Shaw Boulevard Mandaluyong City

Program Manager/Business Development Manager

A. Acquire and Develop Business relations with New Clients for the Call Center/BPO Company; B. Liaise with contracted Clients and acquire necessary Campaign information and materials; C. Conduct the Campaign briefing with HR, Workforce, Technology and other departments for the manpower pooling and logistics support;

D. Interview applicants such as the Campaign Manager, Team Leader and Agent positions; E. Coordinate with the Client and HR for the interview of applicants; F. Finalize implementation date with the Client and coordinate with HR, Workforce and Training for the roll-out;

G. Coordinate with other Departments to assure Operation compliance and readiness of the Campaign;

H. Assure prior to implementation that all departments and personnel are well briefed and all documentation requirements are fulfilled and ready for roll-out; I. Upon implementation acquire all necessary performance documents such as EOS, dialer report etc., and conduct calibration sessions with the Campaign Manager to assure performance adherence;

J. Coordinate with the Client and discuss the performance output of the Campaign and provide the appropriate action plan for the success of the Campaign; K. Discuss and roll-out agreed upon action plan with Campaign Manager/s and Team Leaders

(if necessary).

November 2006

to June 2007

Philmetal Products, Inc.

Philsteel Tower

140 Amorsolo St., Legaspi Village, Makati City

Organizational Development/Training Manager

Reporting to the President

A. In charge of all facets of training whether technical or soft skills for Philmetal, Steelframe and the Joint Venture Companies;

B. Conduct the Training Needs Analysis;

C. Facilitate Teambuilding sessions;

D. Organizational assessments and Career Development; E. Leadership Development for Would-Be Supervisors for the succession planning as well as for the Managerial and Executive Levels;

F. Change Management.

Contributions:

1. Creation of the of the Supervisory Training for Effective Performance (STEP) and enhanced the one (1) module course to four (4) module courses; 2. Created the Subject Matter Expert (SME) Master’s Degree; 3. Developed a comprehensive Customer Service, Work Attitude-Values Enhancement

(WAVE) and the New Sales Engineer’s one (1) month Technical and Sales training programs;

4. Created the Sales Clinic for Sales Engineers.

April 2004 to

October 2006

Teletrinsic Contact Solutions

Asia Premiere Building

Leviste St., Salcedo Village, Makati City

Sales Campaign Manager

Outbound Campaign: Timeshare Marketing and Sales

A. Monitor, barge and assess the Opener and Closer Agents to assure that all acquired Timeshare Listing/s are valid;

B. Discuss to the Team Leader/s any fraudulent listing and execute appropriate actions to be taken to address the issue;

C. Submit and recommend charge-back for any acquired fraudulent listing; D. Assure that all sales listing/s have undergone Third Party Verification; E. Submit to Finance all acquired sales for client charging; F. Conduct the weekly review of the Team Leaders, Closers and Openers performance report and submit to HR the termination recommendation/s (80/20 rule); G. Train the Team Leaders, Closers and Openers any required training to meet performance requirements;

H. Submit the man-hour and DTR on a weekly and daily basis to HR; I. Approve/Disapprove applied leave or absences;

J. Perform any other tasks that maybe assigned by the Team Leader from time to time. Feb. 18, 2002 to

March 2004

Associates Finance / CitiFinancial (Member Citigroup) Dolmar Gold Building, 107 Carlos Palanca St., Legaspi Village Makati City Quality Review Manager

Responsibilities:

A. Work with the HR Director and Training Manager to do the following: 1) Strategically plan/execute quality initiatives implemented for the business; 2) Further develop performance measures and on-going programs for the business; 3) Develop benchmarking programs to gather best practices; B. Elevate quality Awareness and culture in AFI by designing and implementing a

“communication” plan for the Quality Strategy/Voice of the Customer and “Customer Expectation.

C. Build relationships with internal quality professionals in AFI and external Quality organizations (e.g Philippine National Quality Control Council); D. Handle roll-out of new Quality Training programs and service sustaining sessions for AFI; E. Develop customer satisfaction developmental programs to increase staff competency skills; F. Implement zero-defect process and culture;

G. Identify process improvement initiatives using customer data, business strategic plan, balanced business scorecard results;

H. Encourage quality initiatives and employee involvement in all quality efforts; I. Keeper of AFI’s Quality methodology and philosophy; J. Initiate/facilitate/coach cross functional process improvement areas. K. Work with process improvement teams to ensure results; L. Train Line Managers, Team Leaders and Project Sponsors in process improvement; M. Prepare team for local, regional, and global award; N. Liaise with external suppliers and consulting vendors with regards to customer MIS and Voice of the Customer;

O. Quantify and report financial impact as a result of our continuous Quality efforts; P. Evaluate and respond to complex/executive customer complaints (FAST or Consumer Lending). To ensure timely and consistent customer friendly responses and liaising with lawyers and investigations to ensure a comprehensive response. Performs root cause analysis and recommends solutions;

Q. Review and draft from letter, forms, posters, inserts addressed to customers in coordination with Marketing to ensure consistency and to project a professional image for AFI. July 2, 2001 to

Feb. 2002

Prudential Life Plan Group, Inc.

118 Gamboa St. Legaspi Village, Makati City

Assistant Manager / Senior Training Officer

Responsibilities:

A. Creation of modules according to the Training Needs Analysis for all levels of Marketing. B. Implement the schedules of Training Activities in both Metro Manila and Provincial Offices; C. Monitor the conduct of Basic Sales Training to ensure accuracy and standardization of provisions’ interpretation;

D. Seeing to it that submission of liquidation reports, seminar assessment, analysis and recommendation, and follow-through activities are done; E. Consolidating and coordinating with different Supervisors matters of inconsistencies between provisions and implementation practices;

F. Responding to request for special seminars;

G. Supervising the daily activities and seminars in the Department. H. Asses the training requirement of each and every Trainer. April 2000 to July

1, 2001

Prudential Life Plan Group, Inc.

G/F Fairfax Bldg., Tagapo

Sta. Rosa, Laguna

Administrative Officer

Responsibilities:

A. Sales Administration / Credit and Collection Functions.

Checking the submission of Plan Applications for all sales and coordinates with concerned Sales Associates (SA) for any needed corrections.

Examining completeness of required documents and related computations for new sales transactions, requests for changes or amendments in Plan status before forwarding to Head Office.

Checking and endorsing requests for Plan Termination for Head Office’s approval.

Checking requests for reinstatement of lapsed accounts and computations for any interest and penalties due.

B. The Administrative Officer ensures that the Franchised Collection system is strictly enforced more especially in the control of requisitions and issuance of PRs and Ors. C. Treasury Functions

Seeing to it that the total collections for the day are deposited intact at the latest on the following banking day.

Seeing to it that the remittances of Franchise Collectors are accomplished on time, supported by Collection Remittances Acknowledgement (CRA).

Checking day to day balances of the Collection and Operating Fund accounts. Seeing to it that arrangement for transfer of funds is regularly done; and making sure that released checks are funded.

Checking the pertinent data on all Transmittal Reports and checks, as well as the verification of its supporting documents. Coordinating with Head Office regarding the proper transmission of TRs.

Performing necessary cash count of funds on hand.

Monitoring any postdated / returned check payment of planholder and informs Head Office Accounting accordingly.

Ensuring that bank statements of collection account are checked and regularly forwarded to Head Office.

D. Accounting Functions

Computing and controlling releases of basic commissions, overriding commissions based on reconciled overriding statements; and collection fees to duly authorized franchise collectors.

Seeing to it that any amount for deduction against these commissions is affected, including necessary deduction of 5% fidelity fund.

Seeing to it that respective Agents’ Ledgers are maintained per SA, to effectively monitor that commissions and overrides given are still due.

Seeing to it that releases of other incentives (ODTA, GPA, AMA, BPB, contest prizes, etc.) are in accordance with Head Office reconciled records.

Seeing to it that respective Gross Income ledgers are maintained per SA, as basis of Quarterly and Annual Certificates of Gross Income/Tax withheld.

Checking any other disbursements. Seeing to it that the other disbursements are properly supported with required documents such as Official Receipts, Sales Invoices, approved requisitions, and Certificate of Full Payment.

Seeing to it that bank statements of Operating Fund account are checked and regularly sent to Head Office and the replenishment of the Operating Fund is done on a regular basis.

Checking and endorsing disbursement of loans such as Pension Loans and educational availments.

E. Servicing Functions

Checking and seeing to it that the at-need servicing of Life Plans are properly done through the local MSA or PLO.

Making sure that the Sales Clerk is checking and endorsing complete documents necessary for insurance claims/administration of education benefits. F. Administrative Function

Seeing to it that the policies of requisitions for office equipment, furniture and fixtures are strictly followed. Preparing periodical assets inventory and monitoring movements from time to time.

Coordinating with Claims and Coverages Department on necessary insurance coverage of office building and other company assets.

Seeing to it that all personnel policies are strictly enforced.

Setting a regular schedule for visiting area coverage.

Preparing necessary communication with Head Office on any administrative matter.

Feb. 1996 to April

2000

Prudential Life Plan Group, Inc.

118 Gamboa St. Legaspi Village, Makati City

Training Officer

Responsibilities:

A. Conduct Basic Sales Training Seminars for Newly Recruited sales personnel. B. Conduct of the Skills Enhancement Programs for Associate Sales Executives and Sales Executives.

C. Conduct of the Management Training Programs for Newly Elected Area Managers. D. Creating modules for implementation on the Companies’ Training Programs. E. In charge of the seminars on the Skills Enhancement Program F. Assist on Institutional Sales of Marketing Personnel. G. Creating acetates for the Companies’ new products for use on the Basic Sales Training Seminars.

H. Conduct research on Pre-Need Company Performance vs. Pre-Need Companies and indirect Competitors.

Feb. 1994 to

Dec. 1995

FIRST PACIFIC DAVIES (FPD) GUARDFORCE, PHILS.

(Formerly International Consultants on Targeted Security - ICTS) 15/F Cityland 10 Tower I cr. Ayala Avenue/H.V. de la Costa Street Salcedo Vill., Makati City

PATROL OFFICER

Responsibilities:

A. Reporting directly to the Operation Manager.

B. Inspection and Supervision of all security personnel of all detachments. C. Formulation a report on any loopholes found within the existing security system and making recommendation on what steps can be taken to neutralize the said loopholes. D. Conduct of security surveys with the Operations Manager for the possible clients. E. Negotiate with prospective clients.

Jan. 1991 to

Feb. 1994

INTERNATIONAL CONSULTANTS ON TARGETED SECURITY (ICTS) 10 Lapu Lapu Avenue, Magallanes Village, Makati City AIRLINE SERVICE AGENT

Responsibilities:

A. Reported to Northwest Airlines.

B. Dealt with passenger service relations.

C. Enforced Federal Aviation Authority rules and regulations. D. Document checking of passengers:

- Proofreading of tickets, passports, and other pertaining documents such as immigrant visas, seaman’s book etc. to determine if these fulfill travel requirements. E. Checking of hand-carried items and luggage of passengers for unauthorized contents. F. Examined passengers’ behavior and reactions to determine suitability for flight. SEMINARS ATTENDED

Phil. Village Hotel

PROFILING SYSTEM

Trainer: Kevin Adams - International Consultants on Targeted Security Stonewall Security Concepts

SECURITY ADVISORY COURSE

Trainer: Joel Jesus M. Supan

Phil. Village Hotel

Management Training Program - Module IV

Instructor: Sonny Coloma & Associates - Asian Institute Of Management Phil. Village Hotel

Management Training Program - Module II

Instructor: Pres. Bienvenido S. Policarpio - Dale Carnegie Dale Carnegie Center

Management Training Program - Module III

Instructor: Pres. Bienvenido S. Policarpio - Dale Carnegie Effective Business Writing

Prudenitalife Building

Instructor: AVP Cesar S. Abel

Empowering Decisions to Change

Prudentialife Building

Instructor: Fr. Edwin E. Mercado

Corporate Values Seminar I

Prudentialife Building

Instructor: AVP Cesar S. Abel - HRD, Prudential Life Plan Group, Inc. Corporate Values II

Traders Hotel

Instructor: Ed Jensen - RCBC Savings

Basic Dale Carnegie Course

Executive Training Institute

7/F Medical Tower Makati., Herrera Street

Legaspi Village, Makati City

Instructor: Mr. Rudy Velasco

7 Habits of Highly Effective People

Holiday Inn – Mimosa Leisure Estates

Clarkfield, Pampanga

Instructor : Lirio Mapa

EDUCATIONAL

BACKGROUND

Far Eastern University

1987-1991

B.S. Commerce, Major in Accounting

South Lakes High School

1983-1987

Virginia, U.S.A.

Langston Hughes Intermediate School

1981-1983

Virginia, U.S.A.

Ermita Catholic School

1975-1981

Ermita, Manila

Ateneo de Manila Computer School

1988

Course: Basic EDP Concepts

Makati Ctiy

CHARACTER

REFERENCES

Emiliano Zapata

Operations Director

La Funenaria Paz

Cel. #: 091*-***-****

Jay Eusebio

Cell #: 092*-***-****



Contact this candidate