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Job summary
A financial services company based in Quezon City is seeking an individual to handle direct marketing calls, manage client inquiries, and create an information system for loan applications. The ideal candidate should possess at least a Bachelor's degree in Business Studies, Administration, or Marketing and have a year of experience in the banking or financial services sector. This role provides a unique opportunity to enhance operational efficiency and client satisfaction.
Qualifications
Preferably 1 year experienced employee specializing in banking/Financial Services or equivalent.
Preferably 1 year experience in banking/financial services.
Responsibilities
Handle direct marketing calls to meet target quota.
Manage inquiries from walk-in and repeat clients.
Create information system for all accounts for loan applications.
Assist account officers with document follow-ups.
Skills
Direct marketing
Customer inquiries handling
Walk-in client handling
Education
Bachelor's/College Degree, Business Studies/Administration/Management, Marketing or equivalent
Job description
Responsibilities
To handle direct marketing calls that support in meeting the target quota.
Handles all inquiries of walk in and repeat client solicitation;
Creates Information System (CIS) of all accounts. This serves as the data of loan application;
Assist account officers on follow up of requirements deficiencies and receiving documents submitted by clients and dealers.
Job Requirements
Candidate must possess at least a Bachelor’s/College Degree, Business Studies/Administration/Management, Marketing or equivalent.
Preferably 1 yr. Experienced Employee specializing in banking/Financial Services or equivalent