Sales Manager
Resume:
ROY WHAY REGASPI
Al Sadd Doha Qatar
Mobile No +974-********
Email Add: *******@*****.***
Qualification Summary
With 13 years of experience in Banking Industry I encountered different kinds of customer that helps me a lot to enhance my knowledge and skills on how to handle it. Being able to analyze the products or services and execute the applicable strategic marketing plans. As practiced to be strict of proper documentation and confidentiality of Accounts. I can serve the customer with all honesty, integrity and professionalism.
Preferred Position: Account Manager/Senior Customer Service Officer
International Bank of Qatar
Personal Banking Officer ( Elite Banking )
IBQ Main Branch
Doha Qatar
April 3,2016- March 15,2019
Operation/Customer Service Responsibility
1. Branch key custodian
2. Branch Combination for Volt custodian
3.Monitoring Cheque In/out
4.Encoding application for new Account,Personal loan, Credit Card
5.Processing cheque request
6. Processing Telegraphic Transfer
7. Processing Customer Update Passport, Q ID Etc.
8. Assist elite customer
Sales Responsibility
1. Generate sales for a portfolio of accounts and reach the company's sales target[2]
2.Identify new sales opportunities within existing accounts to remain a client-account 3.Manager relationship by up-selling and cross-selling
4.Manage and solve conflicts with clients The Account Manager is expected to have specific information regarding daily operations of the Company and keep the Client updated.
5.Meet time deadlines for accounts
Sales Responsibility
1. Generate sales for a portfolio of accounts and reach the company's sales target[2]
2.Identify new sales opportunities within existing accounts to remain a client-account 3.Manager relationship by up-selling and cross-selling
4.Manage and solve conflicts with clients The Account Manager is expected to have specific information regarding daily operations of the Company and keep the Client updated.
5.Meet time deadlines for accounts
HSBC Bank Middle East
Personal Banking Officer/Sales and service Officer
Airport Road Branch
Abu Dhabi UAE
April 12, 2015 up to March 15, 2016
Role Purpose:
The role is primarily a customer facing role servicing Advance and Personal Banking customers. Professionalism, customer focus and a broad understanding of the fundamentals of service and needs based sales planning are critical to the success of the business. The role holder has a responsibility to understand customer needs with a view to upgrade existing customers to appropriate propositions and cross sell RBWM products and services. The job holder is required to identify referrals for financial planning needs and to refer to a specialist as required. The job holder is required to provide an high-quality and holistic service with prompt completion of customer service requests with a focus on deepening the customer relationship essential to drive customer loyalty and increase the wallet share of HSBC.
Job Responsibility:
Impact on the Business:
• Achieve individual RBWM performance metrics
• Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face, in written or at the telephone.
• Effective use of tools and information to drive customer service delivery and RBWM performance
• Execute on customer contact strategies in line with Group operating models and strategy set by regional Customer Relationship Management team
• Fully utilize and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date
• Ensure all customer needs are met and sales opportunities are maximized
• Undertake effective Individual Reviews
• Work on leads provided through customer life cycle management and tactical campaign and follow up on diarized leads
• Achieve cross sale penetration rates and wealth referrals achieved for account opening, lending and other sales
• Assist in Sales Floor Management periodically and on a need base counter and teller positions with support on cash and cheque transactions
Customers / Stakeholders:
• Take ownership for the reason for the customer visit to HSBC and deliver an effective solution
• Work with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi channel customer journey
• Deliver to published Service Level Agreements and customer standards
• Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone
• Pro-actively encouraging new and existing customers to register for, and use, alternative delivery channels e.g. Personal Internet
• In conjunction with wider team build a high personal and corporate profile in the community in which the jobholder is based
Leadership & Teamwork:
• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Coach and develop members of the team to ensure common customer experience and offering
• Actively promote the use of direct channels to the customer.
Operational Effectiveness & Control:
• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Comply with local regulatory requirements (add local requirements if necessary)
• Proactively assisting management in identifying and containing ML compliance risk through reporting of suspicious customers to MLCO/ACO
• Strictly following and implementing the procedure of SCC, CAMP Alerts and KYC for individuals from sensitive countries
• Ensure the effective management of information risk to protect the integrity and reputation of the Group. To be assessed across a range of criteria including but not limited to:
a) Completion of all mandatory ISR related training prescribed within given timeframe
b) Secure storage of electronic and physical information, including No breaches of clear desk policy
c) No leakage of Bank and/or customer information
• Be alert to operational risks losses during the execution of the day to day responsibilities should an employee aware of merging or inadequately controlled operation, identify an operational risk loss, they must report this to manager ensuring that is is reported to their local risk co-ordinator.
• Adherence to sanction guidance contained in the Legal and compliance FIM B2.17.7
Major Challenges:
• The bank seeks to grow its RBWM business through an efficient operation and the pursuit of excellent customer driven service, recognition of value, cross selling products and services appropriate to customer needs in order to enhance that value. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business.
• The jobholder should also recognize our responsibility to the Community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders.
• The range of competitors and products has established an increased financial awareness in customers, creating demand for increased experience and skill.
• The jobholder needs to ensure that we are selling the products in a sustainable manner, putting the long term customer relationship at priority. Managing “Know your Customer” and other compliance aspects whilst meeting customer expectations and demands forms another challenge. The jobholder forms an integral part of the wider HSBC team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial.
• Work in the wider team, working with the management team take the initiative on customer complaints and work to a first point of contact resolution where appropriate.
Citibank UAE
Senior Relationship Officer/Senior Sales Officer
March 1, 2013 Up to March 3, 2015
Abu Dhabi UAE
Duties and Responsibilities of Relationship Officer/Customer Service
Maintain good relationship with the Corporate Company
Account Opening
Selling Personal Loans
Selling Credit Cards
Cross selling to existing customers and Acquisition of new customer
To provide solution to the customer's financial needs.
Ensuring Customer Satisfaction
Preparation & maintain the sales call report.
Exploring new sales areas & way to achieve target
Receive inbound calls
Answer participant questions, as well as question participants to obtain full understanding of what information is being requested
Provide quality customer service on every call.
Communicate clearly and effectively with participants.
Promote good listening skills.
Manage length of calls. Recognizing and managing assertive customer calls.
Standard Chartered Bank/ Philippines (J Flora Marketing (Services)
Sales Officer/team Leader Recruitment Coordinator
December 2011 up to December 13, 2012
Ortigas Pasig City
A. Recruitment
1. Agency owner will provide names and numbers of applicants to be called for hiring.
2. TL is responsible in maintaining at least 5 full time tele agents.
B. Training
1. TL is responsible in product and process training of newbie assigned or recruited by TL
2. TL is responsible in information dissemination of any new process as announced by the banks
3. TL is responsible in monitoring the progress of the newbie assigned or recruited by TL
C. Daily Ad Hoc
1. TL is responsible in providing status reports to his assigned team members only.
2. TL is responsible in escalating accounts for proper monitoring.
3. TL will be assigned an email to communicate with AM and/or CM.
4. TL is responsible in answering emails for clarification about accounts of team members.
5. TL is responsible in monitoring attendance of team members.
D. Prescreening
1. Prescreen applications submitted to Standard Charterd Bank
2. Prescreen applications submitted to other banks
E. Booking
1. Book accounts of team members for Standard Chartered Bank
2. Book accounts of team members for other banks.
Citibank Philippines (edge21 Logistics and trading )
Sales Officer/ Sales Support
Personal Loans & Credit Card
April 2005 up to August 2011
Address: 406 AD Center Square Amang Rodriquez Avenue, Santolan Pasig
Edge21 Logistics and Trading
Accredited service provider of Multinational Banks
A.Citibank Savings
B. Standard Chartered Bank
C. Bank of Commerce
D. East west Bank
E. China Trust
F. UCPB
G. May Bank
H. Sterling Bank of Asia
Job Duties and Responsibilities
Handle client’s call for client’s who wants to avail personal loans
Exercise utmost responsibility and strict confidentiality in dealing with client’s documents for loans
Responsible in maintaining daily and monthly production report and submit to the agency manager.
Responsible for providing quality account for the banks
Responsible for preparing the leads of the agent
Responsible in monitoring the personal production
Responsible in doing the monthly productivity of the team
Responsible in recruiting new agents
Duties and Responsibilities of Sales Support
Assist sales teams
Managing the correspondence between the sales team and their clients
Processing new sales leads
Monitoring customer accounts
Providing data and reports to help the sales team
Keeping track of sales targets
Answering phone calls
Scheduling diaries
Handle client issues and enquiries
Check on customer orders, prices and discounts
Coordinate with other departments, such as accounts, purchasing and despatch
Perform administrative duties
Plan employee activities, proceedings, and meetings
Skills
Excellent communication skills
Be enthusiastic and dependable
Be focused and goal oriented
Be able to achieve sales objectives
Be able to achieve high customer satisfaction
Have good organisational skills
Be able to multitask
Have good knowledge about sales procedures and merchant services
Be able to work with teams or groups
Be inventive and resilient
Course: Master in Business Administration 2009 to 2010
School; Rizal Technological University
Address: Boni Avenue Mandaluyong city, Philippines
College
Course: Bachelor of Science in Business Administration
Major in Management Graduate
School: Rizal; Technological University
Address: Boni Avenue Mandaluyong city, Philippines
High school
National Sapang Palay proper San Jose Del monte Bulacan 1998-2001
Tertiary
Sapang palay proper elementary school 1993-1998
TRAININGS / SEMINARS ATTENDED
Training Center: Liberty telecom 4G internet Broad band Duration January 10, 2010
San Miguel/Qatar telecom
Liberty Building pasong tamo makati city
Training Center: Pass start citi Bank N/A Duration: February 15, 2005
Address: 1101 antel global Bldg Julia Vargas, avenue ortigas
Pasig City, Philippines
Title: loans Orientation
Training Center: fraud training citi Bank saving Duration: December 10 to 15 2007
Address: 10/f Citi bank tower east wood libis
Quezon City
Title: fraud training
Training Center: EZ loan Training Standard chartered Banks Duration: September 20, 2008
Address: 16/f city land tower
Mandaluyong city
Title: ez loans training
PERSONAL INFORMATION
Permanent Address : Bldg3 y-34 sambahayan condo mandaluyong City, Philippines, 1550
Birth date : February 8, 1986
Birth Place : Manila
Height : 5’5 ft.
Weight : 120 lbs.
Sex : Male
Civil Status : Single
Religion : Roman Catholic
Nationality : Filipino
SPECIAL SKILLS AND INTEREST
Skilled in major relevant computer applications like MS Word, MS Excel
Well-versed in oral and written English and Filipino.
CHARACTER REFERENCE
ALI BASHIR
Relationship Manager
Citibank UAE/ Abu Dhabi Branch
MOHAMMAD AKMAL
Senior Relationship Officer
Citibank UAE/Abu Dhabi Branch
Roy Whay B. Regaspi
Applicant
Contact this candidate