Account Officers I Sales I Bancassurances

PM Consulting; Philippines; Hybride; PHP 558 000 - 893 000; Plein temps

Résumé du poste

PM Consulting in Makati City is seeking a Bancassurance Sales Office or Account Officer to manage client accounts, generate new business opportunities, and support the sales of foreign exchange products and services. You will build and maintain strong client relationships, coordinate with internal teams, and provide excellent customer service while meeting sales targets.

The position offers a hybrid setup with a Monday–Friday schedule and a full-time employment arrangement.

Qualifications

• Bachelor's degree in any 4-year course.
• At least 2 years of experience in sales, account management, banking, or related field.
• Strong communication and negotiation skills.
• Customer-focused and results-oriented.
• Strong relationship management skills.
• Experience in financial products or forex is an advantage.

Responsabilités

• Manage assigned client accounts
• Build and maintain strong client relationships
• Generate leads and new business opportunities
• Present and promote products and services
• Support foreign exchange transactions and account requirements
• Assist with pricing and booking activities
• Coordinate with internal teams
• Monitor sales and account activities
• Provide excellent customer service

Connaissances

Strong communication

Negotiation skills

Customer-focused

Relationship management

Results-oriented

Formation

Bachelor's degree in any 4-year course

Description du poste

Location: Makati City

Work Arrangement: Hybrid
Schedule: Monday to Friday
Shift: Morning Shift
Employment Type: Full-Time

About the Role

We are looking for a Bancassurance Sales Officer or Account Officer to manage client accounts, generate new business opportunities, and support the sales of foreign exchange products and services.

Key Responsibilities

• Manage assigned client accounts
• Build and maintain strong client relationships
• Generate leads and new business opportunities
• Present and promote products and services
• Support foreign exchange transactions and account requirements
• Assist with pricing and booking activities
• Coordinate with internal teams
• Monitor sales and account activities
• Provide excellent customer service

Qualifications

• Bachelor's degree in any 4‑year course
• At least 2 years of experience in sales, account management, banking, or a related field
• Strong communication and negotiation skills
• Customer-focused and results‑oriented
• Strong relationship management skills
• Experience in financial products or forex is an advantage