You are expected to:
-Carefully look at clients specific needs to help develop a fully personalized plan.
-Work with your prospects to understand their goals and what they want to achieve.
-Help them prepare for the risks along the way and take advantage of the opportunities that arise over time.
Functions : Finance & Accounts
Industries : Insurance
Skills/Roles I hire for: resiliency , Willingness To Learn, social media literacy
level Hiring For: Junior Level, Mid Level, High Level
Job Responsibilities: Assisting our clients in Production Implementations Managed Services Specialty Sales activities
Responsibilities: • Classify ETFs using proprietary methodology • Compose overview of fund characteristics • Compose brief fund descriptions • Respond to client queries on classifications and overview text • Demonstrate continuous learning of fund cl
Responsible in communicating with the client regarding their payments via call. Work from Home during ECQ. Once ECQ is lifted, office is in Makati City
This role is primarily responsible for understanding of KPIs, Data Pulling, Data QA, Data Clean-up, and Reports Automation.
This role is mainly focused in understanding each KPI of the team and how they measure those KPIs. You will also provide forecasts for main KPIs in partnership with the marketers. Experience with advanced Excel features is a must.