Account Officer - Cebu

Responsibilities

• Identify and connect with potential clients through networking, referrals, and business partnerships.
• Conduct preliminary evaluations, including client background and credit checks.
• Oversee the end-to-end client journey, from onboarding to contract renewal.
• Represent the company in meetings, orientations, and events by presenting products and services effectively.
• Collect client feedback and recommend customized solutions to meet their needs.
• Establish and strengthen partnerships with stakeholders across both private and public sectors.
• Assist with marketing efforts such as lead generation, campaigns, and presentations.
• Track market movements, competitor activities, and customer trends to support strategy development.
• Collaborate with internal teams to ensure documentation accuracy and regulatory compliance.
• Prepare, review, and maintain contracts, financial records, and related client documentation.
• Keep detailed and organized records of client communications, transactions, and files.
• Generate reports, including weekly activity logs, monthly performance reviews, and client portfolio summaries.
• Suggest process improvements based on client interactions and operational insights.
• Provide administrative and operational assistance when needed.

Qualifications

Please ensure to answer all pre-set questions to proceed with your application and endorsement.