Sales Management

CATHERINE C. KHO

Personal Information

*** ********* **. ***** ********* Village, Manggahan Pasig City

Mobile No: 091********

Email: ********@*****.***, ***********@*****.***

Born August 10, 1981.Filipino. Single.

Graduated at the College of the Holy Spirit with the degree of Bachelor of Science in Commerce,

Major in Marketing Management last March 2002.

Work Experience January 2013 – Present AXA Philippines – Insurance - Makati City

Executive Assistant to the Chief Financial Officer

• Reports directly to the Chief Financial Officer.

• Assisted the CFO & the whole division in administrative matters (i.e. travel arrangements)

• Coordinates with the department heads of the division.

• Manage the schedule of the CFO.

• Organize departmental programs, activities and special functions .

• Monitors the expenses of the division and consolidate reports.

• Assisted in arranging/ organizing day to day operations, dissemination of information

• Ensured the proper implementation of rules and execution of tasks required the CFO.

• Coordinates with the Regional office counterpart.

• Act as the moderator for the Regional & Local Finance portal of AXA.

• Act as the division’s HR for talent management and employee engagement of Finance.

October 2010 – January 2013 AXA Philippines – Insurance - Makati City

Executive Assistant to the Chief Bancassurance Officer & the Chief Financial Officer

• Reports directly to the Chief Bancassurance Officer & the Chief Financial Officer.

• Assisted the CBO & the CFO in administrative matters.

• Coordinates with the department heads of the division.

• Organize the schedule of the CBO/ the CFO.

• Organize departmental programs, activities and special functions .

• Monitors the expenses of the division and consolidate reports.

• Assisted in arranging/ organizing day to day operations, dissemination of information

• Ensured the proper implementation of rules and execution of tasks required by the CBO/ the CFO.

• Coordinates with the Regional office counterpart.

• Act as the moderator for the Regional Finance portal of AXA.

August 2010 – October 2010 Maxicare Healthcare Corporation – Makati City

Corporate Account Officer

Handles the renewal business of existing accounts.

Preparing presentations and renewal rates to renewing accounts.

Analyzes previous year’s utilization report for renewing & existing accounts.

Handles queries and concerns of accounts.

April 2008 – August 2010 PRULIFE UK – Insurance – Makati City

Activity Management Specialist/ Training Support Specialist

• Assists in developing activity management system, tools and programs for the agency distribution.

• Assists in organizing activity management workshops in coordination with the Training Department.

• Coordinates with ADMs and Trainers regarding the implementation of the agency activity

management programs in their respective area.

• Collects and summarizes activity management reports from ADMs and trainers and provides the

Activity Management Coach with such report.

• Assists in implementing campaigns and initiatives that will promote agency management systems

and tools.

• Collects and summarizes reports related to campaigns on the usage of agency management of tools.

• Supports the ADMs and trainers in organizing the New Agent Success Program by providing them

with tools and materials.

• Creates and maintains database of agents and agency leaders related to activity management.

• Handles the logistics for trainings.

Business Support Specialist

• Consolidate reports of the Financial Planning Consultants (FPC) for submission to bank partner.

• Do monthly Sales and Excom reports for the Vice President of the Partnerships Distribution.

• Handles the logistics of the Financial Planning Consultants (FPC).

• Do memos, letters for the FPC channel.

• Coordinate new business applications or any requirements to Underwriting Department.

• Handles the petty cash of the department.

• Organize training events, team buildings, seminars& meetings of the department.

• Act as support to Partnerships Distribution Business Development team.

• Monitor due dates of all issued policies of the branch referred channel for CFSI.

• Handles the IPP Rainbow Conversion Verification Process between Prulife UK & Ciiticorp Financial

Services and Insurance Brokerage (CFSI).

• Conduct welcome calls to newly issued policies.

• Conduct salvaging calls to clients who will be canceling their policy. And do cross selling calls to

existing clients.

• Maintains good quality of business to external and internal clients.

• LOMA 280 passer last May 11, 2009.

August 2007 – April 2008 MGA KASUOTAN ATBP. – Iloilo City

Owner Small Boutique – Apparel & Accessories

Handles the business operations of the boutique.

February 19, 2007 June 30, 2007 ASIAN EYE INSTITUTE Eye Clinic Makati City

Surgical Scheduler

Schedule patients for surgery.

• Disseminate copies of schedule to the Operating Room, Reception and MD’s office.

• Call patients for any changes and final confirmation of their surgery time/date.

• Give quotations to patients for the cost of their operations/surgeries

Front Desk Receptionist

Accepts patients when they arrived for their appointment.

• Schedule patients for their next visit/check up & other diagnostic procedures.

Assists phone in patients setting appointments.

July 2006 – December 2006 CHEAP AIR TRAVEL – Travel Agency

Travel Consultant (based in LA California)

• Accepts travel inquiries for US based clients.

• Do reservations and travel packages.

November 2005 – June 2006 PHILSCAN TRAVEL & TOURS – Travel Agency- Makati City

Travel Consultant

• Handles Corporate & personal travel and packages requirements.

• Handles inquiries regarding airfares and travel packages.

November 2004 – September 2005 SUNDEN – AREA SALES DIRECTOR OF MARY KAY PHILS

Country Coordinator of the National Sales Director Makati City

• Reports to the Executive National Senior Sales Director based in the USA. Handles her travel arrangements and accomodations.

• Do the monthly newsletters/updates of the area and handles area’s Sales Directors from

Manila and Davao.

• Organize events, seminars & trainings for the area members and leaders. Also arrange meetings for updates.

October 2003 – August 2004 PHILAM EQUITABLE LIFE ASSURANCE COMPANY

Financial Sales Executive (PELAC) – Insurance – Makati City

• Provides financial planning services to the valued clients of Equitable PCI Bank to be able to recommend

the best type of investment or bank products that will suit client’s financial requirement.

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