Corporate Partnerships Officer

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 700,000 - 1,100,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a capable Key Account Officer to drive corporate sales and promote its products and services to business clients in Metro Manila. The role emphasizes onboarding new corporate accounts, managing client relationships, and achieving sales targets.

You will coordinate with Consumer Banking and Institutional Banking groups to source referrals, ensuring a seamless handoff from sales to implementation while maintaining high service standards.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Minimum 3 years in financial services, corporate sales preferred.
• Strong presentation, communication, negotiation and strategic marketing skills.

Responsibilities

• Promote and sell corporate products and services to potential clients.
• Identify opportunities to expand presence within the corporate market.
• Oversee onboarding of new corporate accounts ensuring smooth transition from sales to implementation.
• Build and maintain long‑lasting relationships with corporate clients as primary contact.
• Stay informed about industry trends and competitor offerings to position products effectively.
• Achieve or exceed individual sales targets and contribute to team goals.
• Gather and analyze client feedback to improve products and services.
• Ensure all sales activities comply with policies, regulations and ethical standards.
• Conduct worksite activities and presentations to acquire new-to-bank customers.
• Handle onboarding administrative requirements for new-to-bank customers.

Skills

Presentation

Communication

Negotiations

Strategic Marketing

Education

Bachelor’s degree (Accounting/Business/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