CORPORATE PARTNERSHIP OFFICER

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Bank of the Philippine Islands (BPI) in Manila seeks a results-driven Key Account Officer to promote corporate products and onboard new accounts. You will build lasting relationships with corporate clients, coordinate onboarding with internal teams, and strive to exceed sales targets while delivering excellent service.

The role requires a Bachelor's degree and at least 3 years in financial services, with strong presentation and negotiation skills.

Qualifications

• Bachelor's degree in a related field as listed.
• At least 3 years of experience in financial services, corporate sales.
• Strong presentation, communication, negotiation, and strategic marketing skills.

Responsibilities

• Promote and sell corporate products to potential clients and expand presence.
• Manage onboarding of new corporate accounts, coordinating with internal teams.
• Build and maintain relationships with corporate clients as primary contact.
• Monitor industry trends to position products effectively.
• Achieve/exceed sales targets and report performance.
• Gather client feedback to improve products and services.
• Ensure compliance with policies, regulations, and ethics.
• Conduct on-site activities and presentations to acquire new customers.
• Handle onboarding administrative requirements for new to-bank clients.

Skills

Presentation

Communication

Negotiations

Strategic Marketing

Education

Bachelor’s Degree in Accounting, Business Management, Banking & Finance, Mathematics, Statistics, Marketing, Economics

Job description

Position aims to drive the growth of BPI by promoting and selling corporate products and services to businesses, as well as ensuring the successful onboarding of new corporate accounts. The role is to establish and maintain strong client relationships and ensure that corporate accounts are effectively onboarded and managed. The Key Account Officer is responsible for achieving sales targets, expanding the BPI's market presence, and contributing to the overall success of the sales team by delivering exceptional service to corporate clients.

The position will be assigned to manage and source referrals from different groups of the bank, specifically from Consumer Banking and Institutional Banking.

Responsibilities

• Promote and sell the company’s corporate products and services to potential clients. Identify opportunities to expand the company’s presence within the corporate market.
• Manage the onboarding process for new corporate accounts, ensuring a seamless and efficient transition from sales to implementation. Coordinate with internal teams to resolve any issues that may arise during onboarding.
• Build and maintain strong, long-lasting relationships with corporate clients. Serve as the primary point of contact, addressing client needs and ensuring their satisfaction.
• Stay informed about industry trends, market conditions, and competitor offerings. Use this knowledge to effectively position the company’s products and services.
• Achieve or exceed individual sales targets and contribute to the team’s overall goals. Monitor and report on sales performance, providing insights and recommendations for improvement.
• Gather and analyze client feedback to improve products, services, and the overall customer experience. Provide actionable insights to the product and service teams.
• Ensure all sales activities are conducted in accordance with BPI policies, industry regulations, and ethical standards.
• Conducts worksite activities and presentations to acquire new to bank customers
• Handles administrative requirements for onboarding of new to bank customers

Qualifications

• Bachelor’s Degree in Accounting, Business Management, Banking & Finance, Mathematics, Statistics, Marketing, Economics
• At least 3 years experience in the financial services industry, corporate sales in any industry
• Skill required: Presentation, Communication, Negotiations and Strategic Marketing