BPI PHILAM -October 2019- October 2021 Senior Bancassurance Sales Executive Ayala Life FGU Center 6811 Ayala Ave. Makati City Medilyn Peralta Manager 09178108926 • Solicits new business cross-sells and up-sells identified BPI-PHILAM products to the bank’s customer base. • Establishes, maintains and grows relationships with bank partners. • Establishes, maintains and grows relationships with prospective and existing client. • Performs customer service and business conservation activities. Handles activity reporting, planning and administration.
CITIBANK – May 2015 – February 2019 Portfolio Action Sales Specialist Eastwood Libis, Quezon City Michelle Caoile – Team Leader 09178631858 • Updating Client about new promos and programs. Upsell by promoting other products or promos. • Assist the client with their loans and accounts Online and Offline. • Monitor clients account and give update if necessary. • Handle client concern and give honest and appropriate solution. • Ensure the confidentiality of Clients Account.