*. HSBC Philippines

Assistant Vice President/Relationship Manager

Specialization : Portfolio Management/Marketing/Business Development

Role : Marketing Executive

Industry : Banking / Financial Services

Work Description :

Assist the Branch Manager in achieving the retail banking business goals for the overall benefit to the

branch and the business;

Provides second layer leadership in the development of a branch team that’s capable of meeting the

needs of all client segments within the Branch;

Acquires customers through referrals and account solicitation from existing clients, target market list,

and relevant associations;

Maintains and deepen existing accounts, offer asset and liability products, cross-sales and field calls to

clients;

Delivers competent, problem-free and timely service;

Nurtures the growth of long-term business relationships with target clients by providing them with

substantial added value in seizing financial opportunities and managing their wealth;

Meets individual volume and profitability goals through judicious pricing of spreads and fee -based

transactions without prejudice to the bank’s policies and regulations.

Oct 2008 - Sep 2009

2. Citibank Savings

Deputy Branch Manager

Specialization : Marketing/Business Development

Role : Management

Industry : Banking / Financial Services

Work Description :

Automatically designated as the branch OIC whenever the Branch Manager is out of the office;

Provides strong support in managing the branch by ensuring that all branch operations, service and

compliance are maintained at a high level of performance standard;

Works closely with Relationship Managers and Operations department to ensure compliance with

respect to daily review of account openings, monthly/quarterly compliance and regulatory requirements

on all related activities;

Assist in the development and implementation of Branch business plan;

Plans and implements service strategies and capacity requirements to achieve service standards and

goals of the branch;

Acts as the point person for the following: compliance, customer service, branch operations

The above is on top of responsibilities as Account Officer which include relationship building, portfolio

management and cross-sell activities.

July 2006 - Oct 2008

3. Metrobank

Business Development Officer (Assistant Manager / Manager)

Specialization : Marketing/Business Development

Role : Business Development

Industry : Banking / Financial Services

Work Description :

Marketing of Trust Products to branches and to prospective clients;

Prepares presentation materials;

Following up Proposals;

Prepares status report of accounts to be submitted to the Trust Officer;

Administers and manages selected trust accounts in accordance with client’s instructions;

Conducts Client Meeting at least three times a week;

Prepares reports for Performance Account Review Committee (PARC) monthly;

Prepares reports for Asset & Liability Committee (ALCO) weekly;

Conducts seminars to branches regarding Trust Products & Services regularly;

Answers branches concerns regarding branch referred Investment Management Account (IMA), Trust

Official Fund Agreement (TOFA), UITF or any Structured Products; and

Monitors the total income & volume vis-à-vis Performance Appraisal Report (PAR).

May 2001 - June 2006

4. Chinatrust phils.

Marketing Assistant

Specialization : Sales - Telesales/Telemarketing

Role : Others

Industry : Banking / Financial Services

Assist in marketing of Trust Products to branches and to prospective clients;

Assist in preparing presentation materials;

Prepares information sheet and documentation checklist of trust accounts;

Documenting trust agreement, and its requirements;

Coordinates with actuaries and government agencies;

Custodian/safekeeping of documents;

Prepares Release & Quit-Claim;

Monitors ranking of banks/other investment houses in terms of trust resources;

Canvasses rates of fixed-income securities (t-bills, special savings, loans & commercial papers) from

banks and other financial institutions; and

Other duties that may assigned from time to time.

Educational Background

Bachelor's/College Degree of Business Studies/Administration/Management

Major : Business Administration in management and marketing

Institute/University : University of the East (U.E.), Philippines

Grade : Cum Laude

Certification

Securities and Exchange Commission's fixed income securities (2011)

Trust Officers Assoc. Of the Phils. (2004)

Languages

(Proficiency: 0=Poor - 10=Excellent)

Language Spoken Written

English 10 10

Filipino 10 10

Chinese 5 0

Arabic 3 0

Personal Particulars & Preferences

Date of Birth : 24 Jan 1978

Nationality : Philippines

Gender : Female

Status : Married

Availability : Immediately after notice period of 1 month(s)

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