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san juan city, philippines
It's currently 3:11 AM here
Joined December 19, 2018
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Philip C.
@Mannapicker
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san juan city, philippines
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A Creative Writer & Virtual Manager that Sells
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Portfolio
Portfolio
Premiere Club Member
My Service Award
Www.morningreflexions.com
Premiere Club Member
My Service Award
Www.morningreflexions.com
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Experience
Wealth Portfolio Manager
Feb 2017 - Present
- As a Premiere Financial Coach providing sound advice to Corporate and Individual Clients for their investment and protection requirements for life’s circumstances, both expected and unexpected.
- Gives timely update of legislative developments that may affect the financial planning of my clients.
- As a resource speaker and subject matter expert to other Financial Advisors.
- As a recruitment officer and team lead to individuals wishing to join the profession.
Sales Officer
Apr 2014 - Dec 2016 (2 years, 8 months)
- As a Marketing Officer primarily responsible in soliciting new clients in CASA, Investments & Loans (Consumer & Commercial). Likewise responsible in cross-selling Subsidiaries’ and Affiliates’ products and services.
- As a Cash Management Solutions Champion who ensures that the Collection & Disbursement facilities of every client are put in place to help them manage their cash flow.
Branch Operations Officer
Mar 2009 - Apr 2014 (5 years, 1 month)
- As an In-house Marketing Officer responsible in the protection and growth of the branch’s existing clients with secondary function of soliciting new clients in CASA & consumer loans.
- As a Control Officer in charge of over-all branch operations, making sure that processes are done in accordance with the Bank’s policies and functions are carried out according to standards for the attainment of the Bank’s goals and objectives.
Education
Bachelor of Science in Commerce Major in Financial Accounting
(4 years)
Qualifications
50 Outstanding Metrobankers (Nominee)
Metrobank
2012
A historical recognition given to employees of the Bank on its 50th Founding Anniversary in 2012.
There were only 100 nominees out of the 5,000 plus total employee population during that time.
Premiere Club Member
Philam Life
2018
An award given to Financial Advisors with outstanding sales achievements.
Awardees belong to the top 5% of the entire population of Financial Advisors worldwide.
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