Corporate Partnerships Manager

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 400,000 - 800,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Key Account Officer to promote corporate products and services and to onboard new corporate clients. You will build lasting relationships with corporate customers, achieve sales targets, source referrals from Consumer and Institutional Banking, and coordinate with internal teams to ensure smooth onboarding and ongoing service.

This role requires strong presentation, negotiation and account management skills, with a focus on compliant,

Qualifications

• Bachelor’s degree in relevant fields such as accounting, finance, business, economics or marketing.
• At least 3 years of experience in financial services corporate sales.
• Strong presentation, negotiation and strategic marketing skills.

Responsibilities

• Promote and sell corporate products and services to potential clients; identify opportunities to expand presence in the corporate market.
• Manage onboarding for new corporate accounts, coordinating with internal teams to ensure a seamless transition.
• Build and maintain long-lasting relationships with corporate clients and serve as the primary contact.
• Stay informed about industry trends and competitor offerings to position products effectively.
• Achieve or exceed individual sales targets and report on performance with insights.
• Gather and analyze client feedback to improve products and services and provide actionable insights to product teams.
• Ensure all sales activities comply with BPI policies and regulations.
• Conduct worksite activities and presentations to acquire new corporate customers and manage onboarding.

Skills

Presentation

Communication

Negotiations

Strategic Marketing

Education

Bachelor’s Degree in Accounting, Banking & Finance, Business Management, 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