VIRTUAL RELATIONSHIP MANAGER

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 600,000 - 960,000; Full time

Job summary

The Virtual Relationship Manager (Virtual Stores) at Bank of the Philippine Islands (BPI) will oversee a portfolio of high-net-worth clients, acting as a trusted financial advisor and driving growth through tailored solutions and active engagement. They will use CRM and telephony tools to monitor portfolio activity and deliver excellent client journeys.

The role emphasizes understanding client goals, spotting opportunities, and delivering services across channels while maintaining strong

Qualifications

• Bachelor's degree in business-related field.
• Minimum 2 years of experience in sales and marketing.
• Understanding the APA of clients.
• Knowledge of financial markets and economic conditions.
• Knowledge of sales management processes, policies, and procedures.
• Strong communication and presentation skills.
• Willing to be onsite at BPI Buendia Center Makati.

Responsibilities

• Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provides financial advice and wellness to clients based on their profile and risk appetite.
• Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations, and addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT)
• Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions, and usage of digital channels
• Acquires new-to-bank clients; handles omnichannel opportunities; and closely monitors and provides regular updates to each client
• Encodes on all available reporting tools to document results of client conversations

Skills

Communication skills

Presentation skills

Sales experience

Opportunity spotting

Education

Bachelor's degree in business

Tools

CRM systems

Telephony systems

Job description

The Virtual Relationship Manager (Virtual Stores) will be assigned a portfolio of high-net worth clients (Preferred clients) of the bank. They will act as a trusted financial advisor to their client's personal financial needs, discuss major financial goals of clients to better understand their objectives, recommend suitable off-the-shelf solutions, and update clients on their portfolio activity and success. They will be responsible for growing and managing their portfolio to achieve growth in total funds, achieve profit, increase share of wallet, deepen product penetration, and attend to the client's service requests to maintain strong relationships. As a Virtual Relationship Manager, they will champion excellent customer journeys by utilizing sophisticated CRM and telephony systems.

Responsibilities

• Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provides financial advice and wellness to clients based on their profile and risk appetite
• Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations, and addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT)
• Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions, and usage of digital channels
• Acquires new-to-bank clients; handles omnichannel opportunities; and closely monitors and provides regular updates to each client
• Encodes on all available reporting tools to document results of client conversations

Qualifications

• Bachelor's degree in any business related courses
• Minimum of 2 years of experience in sales and marketing preferably
• Understanding the account profitability analysis (APA) of clients
• Knowledge of business acumen; Financial markets and economic conditions
• Knowledge of sales management processes, policies, and procedures
• Strong communication and presentation skills
• Probing and spotting opportunities; skill in uncovering needs of clients during conversations
• Willing to be assigned onsite in BPI Buendia Center Makati