JOSELITO JAY CRUZ MARTIN
#** ********** **. ******* ****. P2C, Pacita
Complex
Bgy. Canlalay, Binan, Laguna
(02) 8809592
Objective: To work in a progressive and successful company wherein I can be
able to share and develop my knowledge and skills in the field I obtained
and be a part of its continued success.
Work Experience:
July 2012 - Sept. 2014 Fusion
Power Systems
Accounts Receivable Officer
Duties:
1. Checking Bank Deposits daily.
.2. Enter deposits into the system. Advises Accountant/Finance Manager for
any unidentified payments made by customer.
3. Follow up Debtors on their payments for invoices including overdue
invoices.
4. Sends copies of Invoices and Statements if needed or requested. Advise
debtors of other options to pay if EFT, Credit Card, or by Cheque. Also
provides them with proper forms needed and right Fusion address to send.
5. Updating System notes on customer's response, queries, concerns,
remittance advices,payment confirmations and any updates regarding the
debtor or customer.
6. Calls debtors who are not responding on follow up emails.
7. Entering POs when needed.
8. Checking unallocated list from time to time to see if there are
available invoices made already for debtors and allocate the payments.
9. Follows up System Engineers for overdue projects.
10. Do other tasks that the Finance Manager requires.
January 2012 - June 2012 Vantage
Basketball LLC
Basketball Analyst
Sept. 1, 2010 - January 2012 Ballclub.
Inc. / Neil's Fitness House
Sports Analyst / Fitness Consultant
Oct. 6, 2011 - Dec. 2011 Major
Homes
Sales Manager
Dec.1, 2009 - Aug. 25, 2010 BPI Philam
Bancassurance
Bancassurance Sales Executive
Responsibilities:
- Financial planning services to bank clients.
- Selling Investment-based Insurance in the form of
Structured Notes and
Regular Insurance products to bank clients.
- Help branches in replenishing Peso and Dollar
funds deposited in Bancassurance.
- Bringing in new investors and depositors in the
bank.
- Develop client's trust and relationship building
between clients and the bank itself.
- Helping the Branch Manager in meeting
Bancassurance quota(KRA) and other regular bank
products( casa ) as well.
- Cross-selling banks products such as loans,
savings, UITF, Trust fund, credit card, Time
deposits.
June 2008- Nov. 30, 2009 Banco De
Oro/Pelac Bancassurance
Financial Sales Executive
June 2005 - June 2007 Banco De Oro/Generali Pilipinas
Financial Advisor/Team Admin.
(Reg.2 number1 FA for April 2007)
February 2004 - April 2005 Equitable PCI/Pelac
Bancassurance
Financial Sales Executive
.
June 2001 - February 2003 Manila
Bulletin
Gym Director
Weekly Sports Digest Column Writer
1994 - 2001 TimeShare Realty Corporation
Holiday Consultant/ Tele/Sales
Manager
Sales Consultant of the year
1996/1998/01
Skills
Knowledgeable, experienced and excellent in Sales and Relationship
Building. Experienced in Marketing strategies. Jeet Kune Do, Krav Maga, and
Combat Aikido practitioner and former Amatuer Boxer.Adept and can handle
pressure with Above Average communication skills. Accomplished Investment
consultant and Training Manager. Effective and efficient in administrative
work. Licensed Fitness Trainer and Gym Consultant. Effective and Efficient
in accounts receivables and collections.
Trainings/Seminars attended:
. Fitphil member
. Core Training seminar
. Eating for Performance traning
. Bodybuilding and Nutrition seminar
. Personal Training seminar
. Life Insurance Training
. Property and Casualty Insurance Training
. Group Life Insurance Training
. Variable Life Insurance Training
. Unit Investment Trust Fund Training (UITF)
. Certificate of Cover Training
. Point of Sales Training
. Policy Issuance Training
. Advanced Life and PnC Underwriting Training
. Sales Process Seminar
. Investment Bonds / Treasury Bills / Treasury Notes Seminar
Education Background
1990 - 1994 Fatima College of Medicine - Valenzuela
B.S. Zoology
1987 - 1989 Don Bosco Seminary College - Canlubang
BSE Major in Physics / AB Philosophy
1983 - 1987 Don Bosco Technical Institute - Makati
Secondary Education
1977 - 1983 Don Bosco Technical Intitute - Makati
Primary Education