Joy De Leon Email & Phone Number

Philippines

Communicated with potential clients regarding their financial portfolio and ways to enhance their assets.• Create a financial plan for the new and existing clients for the funds that they need to utilize.• Provide assistance to clients purchasing financial products and discussing financial goals with clients.• Recommending products and services, providing information about insurance policies to the clients as well with the bank partners.• Providing bank employees with relevant products information with the intention of selling of MCBL products.• Establishes, maintains and grow relationships with bank partner

Doha, Qatar

• Establishes, maintains and grow relationships with different companies (existing and prospective client)• Solicits new business, cross-sells to the clients for the different products of the bank• Dealing with highly confidential information in a secure environment• Introduce the different facilities of the bank and the benefits of it for the employer and employees.• Providing clients with relevant products information with the intention of selling of the said product

Makati

• As a BSE we are assigned in BPI Branches to render financial advisory services to address customers financial and protection need• Establishes, maintains and grow relationships with bank partner to provide financial, wealth-management, and insurance marketing strategies to promote company's growth.• Conducts market analysis activities which include activities such as branch\client profiling and survey on competitor products• Solicits new business, cross-sells and up-sells identified BPI-Philam products to the bank’s customer base

Ortigas

• Responsible for contacting existing customers and selling products and services in a call center environment• Actively matching the needs of the client with the features and benefit of the salable products• Meeting sales, Customer Service, Productivity compliance and Quality Targets

Imus Cavite

• Processing of payroll documents and preparation of various personnel forms in compliance with existing Company policy, such as promotion and tenure documentation.• Responsible for payroll and timekeeping functions, communicate payroll\timekeeping procedures, issues and deadlines• Maintain and audit monthly and year-to-date total hours worked; determine eligibility for sick and vacation leave and holiday pay• Process employment requisition, upgrades company job description, coordinates vacancy requirements and position advertisements with concerned parties• Monitor performance appraisal completion, process employees duration documents include servings of disciplinary action

Imus Cavite

• Prepare daily inventory variance report for Magnolia (a subsidiary of San Miguel Corp)• Perform variance analysis, reconciliation and reports after conducting the count or when needed• Monitoring daily dispatch of Magnolia items to different outlets to ensure that the products are correct based in the order of the outlets, as well as the complains of the trucking services and outlets• GR and Post Issued, as well as returned of items and processing of Magnolia order using SAP System• Updates and encodes in the inventory using computerized warehouse management system all significant data in the receipt, storage and issuance of items.