Erwin Diaz Email & Phone Number

Metro Manila

Responsible for providing life insurance and wealth management solutions to China Bank's clients. Providing innovative product solutions to address clients' protection, long-term savings and investment needs.

National Capital Region, Philippines

Frontliner to promote bancassurance products of Security Bank. Responsible for sales performance, acquisition of new business, and relationship management. Undertakes Financial planning interviews using structured presentation processes to SBC clients. Producing financial reports. Keeping clients regularly updated about their investments

-Frontliner to promote bancassurance products of RCBC. Responsible for sales performance, acquisition of new business, and relationship management. Undertakes Financial planning interviews using structured presentation processes to RCBC clients. Producing financial reports. Keeping clients regularly updated about their investments.▫️SLGFI Rookie of the Year 2021 awardee

• Frontliner to promote bancassurance products of East West Bank• Talking to clients about their current finances and future plans• Producing financial reports. Keeping clients regularly updated about their investments• Conduct financial planning sessions and provide solutions for bank clients.• Manage the solution’s process flow from application to delivery, to after sales service including customer service and business conservation.▫️TROO Star Trip Sapporo 2020… Show more • Frontliner to promote bancassurance products of East West Bank• Talking to clients about their current finances and future plans• Producing financial reports. Keeping clients regularly updated about their investments• Conduct financial planning sessions and provide solutions for bank clients.• Manage the solution’s process flow from application to delivery, to after sales service including customer service and business conservation.▫️TROO Star Trip Sapporo 2020 awardee▫️TROO Star Trip Tokyo 2017 awardee Show less

Philippines

-As a Sales Associate of Security Bank, I am responsible for the marketing of the Bank's products and services (Real Estate loans, Personal Loans, Auto Loans, Credit Card, CA/SA, Bancassurance). Services of high net worth individual and middle market segments and developing long-term relationship with prospective clients.Cross-selling new products of the bank with the existing clients.

Malate, Manila, Philippines

Worked in Department of Economic Statistics, Balance of Payments Statistic Group - CBTS. Duties:Assist in the conduct of the Coordinated Direct Investment Survey (CDIS) andCoordinated Portfolio Investment Survey (CPIS) specifically: (1) update directory and profile of respondents; (2) follow up of respondents’ reply through telephone; (3) collects data from financial statements of corporations from the various resources.