Relationship Manager (Cebu)

PETNET Forex Solutions; Cebu City; Hybrid; PHP 469,000 - 759,000; Full time

Benefits offered by this job

HMO and life/accident insurance

Best commission structures

Hybrid work setup

Collaborative culture

Job summary

PETNET Forex Solutions is seeking a results-driven Forex Account Officer to drive client acquisition, close forex trading and cross-border payments deals, and ensure regulatory compliance. The role welcomes graduates with drive and experience in corporate sales.

The candidate will operate in a hybrid setup with active collaboration across sales, marketing, and compliance teams, engaging with clients and providing accurate pricing and documentation.

Qualifications

• Education: Bachelor's degree in Business Administration or related field.
• Experience: Corporate sales track record preferred, fresh graduates welcome.
• Skills: strong relationship-building, business sense, and achievement orientation.

Responsibilities

• Demonstrate expertise in Forex department services and products.
• Generate and qualify leads and partner referrals.
• Develop sales action plans and strategies.
• Schedule and execute sales activities and track outcomes.
• Engage in persuasive sales calls with clients.
• Deliver compelling presentations to current and potential clients.
• Negotiate with clients and complete required documentation.
• Collaborate on sales proposals and address inquiries and concerns.
• Foster strong customer relationships and ensure satisfaction.
• Ensure adherence to AMLC and BSP regulatory requirements.
• FX Trading: provide and negotiate FX pricing; book FX orders with Traders.
• Marketing: support development of sales materials and events.

Skills

Relationship-building

Business sense

Achievement oriented

Education

Bachelor's degree in Business Administration or related field

Job description

As a FOREX ACCOUNT OFFICER, your role will be pivotal in driving our company's growth and profitability. You will focus on client acquisition and closing deals related to forex trading and cross-border payments. We are seeking individuals with a proven track record in corporate sales, but we also welcome fresh graduates with the passion and determination to make a mark in the industry.

We are looking for FOREX ACCOUNT OFFICER who are based in NCR, Cebu, and Davao.

KEY FUNCTIONS AND RESPONSIBILITIES

• Demonstrate expertise in the Forex Department's services and products
• Generate and qualify leads and partner referrals
• Develop comprehensive sales action plans and strategies
• Effectively schedule and execute sales activities, tracking outcomes
• Engage in persuasive sales calls with new and existing clients
• Prepare and deliver compelling presentations to current and potential clients
• Skillfully negotiate with clients and facilitate completion of required documentation
• Collaborate on the development of sales proposals and promptly address inquiries and concerns
• Foster strong customer relationships, ensuring exceptional service and satisfaction
• Ensure strict adherence to company, AMLC, and BSP's regulatory requirements

FX Trading:

• Provide and negotiate FX pricing with clients
• Collaborate with the unit's Traders to book FX orders

Marketing Function:

• Support the development and maintenance of sales and promotional materials
• Assist in planning and executing direct marketing activities
• Actively participate in marketing and sales events
• Stay informed about competitors, market conditions, and product development

Conduct product training sessions as required by your immediate or Department head

• Train and assist clients in effectively utilizing our products and services
• Perform meticulous quality checks on product and service delivery
• Ensure timely submission of transaction references and required documents

Report and Document Management:

• Develop and maintain a comprehensive customer database
• Maintain accurate records of sales activities and prepare insightful sales reports
• Collaborate with other departments when necessary to accomplish tasks

Qualification:

• Education. Unlock your potential with a Bachelor's Degree in Business Administration or a related field. We value the knowledge and skills gained through formal education and believe it sets the foundation for success in the corporate sales arena.
• Experience. Are you an experienced Corporate Sales professional looking to take your career to new heights? We value your industry expertise and the relationships you've built. Alternatively, if you're a fresh graduate with high potential, we believe in harnessing your drive and ambition to help you thrive in this role.
• Skills. We are seeking individuals with excellent relationship-building skills, a strong business sense, and a rich sense of achievement. Your ability to connect with clients, understand their needs, and provide tailored solutions will be the key to your success in this role.
• Working Setup. Enjoy the best of both worlds with our hybrid work setup. You'll have the flexibility of working remotely for the majority of the month, while still being able to connect with the team and collaborate at our headquarters located in the vibrant Legaspi Village, Makati. You'll be able to enjoy the benefits of a dynamic work environment and engage in face-to-face interactions with colleagues at least 5 times a month.
• Working Schedule. Achieve work-life balance with our Monday to Friday schedule, totaling 44 hours per week. We understand the importance of maintaining a healthy and fulfilling lifestyle outside of work, and we believe in providing our employees with a schedule that allows for personal and professional growth.

Discover the Perks.

• From day one, you'll receive comprehensive HMO and life and accident insurance coverage, ensuring your well-being and peace of mind. But that's just the beginning!
• Rewards that Inspire: With the best commission structures in the market and exciting incentives, your hard work will be recognized and celebrated. Your dedication and commitment will be handsomely rewarded.
• Embrace the Future of Work with our hybrid working setup, granting you the flexibility to achieve a perfect work-life balance. No more mundane routines – expect a dynamic environment that fosters growth and innovation!
• A Thriving Culture: Prepare to be immersed in a collaborative and friendly culture, where teamwork and camaraderie flourish. Your colleagues will quickly become your second family, making every workday enjoyable and fulfilling.

Why Join us?

• Our Purpose: To empower and uplift Filipinos by providing access and choices for financial inclusion
• Our Mission: We put the customer first by delivering innovative, reliable, and secure solutions to all our stakeholders and through digital and human touchpoints.
• Our Vision: A nation where financial services are inclusive and borderless
• Industry Leadership: As a subsidiary of Union Bank of the Philippines, PETNET is backed by a strong financial institution that leads the way in delivering innovative solutions and revolutionizing the banking industry.
• Professional Growth: We foster a culture of continuous learning and personal development. By joining our team, you will have access to training programs, mentorship opportunities, and a supportive work environment that encourages growth and progression.
• Team Collaboration: At PETNET, we believe in the power of collaboration and teamwork. You will have the opportunity to work alongside talented professionals, exchange ideas, and contribute to meaningful projects that shape the future of financial services.
• Impactful Work: Our services play a crucial role in facilitating global transactions, cross-border payments, and financial inclusivity. By joining us, you will make a tangible impact on individuals, businesses, and communities, both locally and globally.