About this role
Job Summary:
Provides business management support and services to the frontline units of Investment Distribution (ID). Includes nationwide logistics and communication, monitoring of training and development, project management, performance management support, audit, risk and compliance coordination.
Specific Duties and Responsibilities:
Nationwide logistics and communication
- Coordinates with relevant units to provide each ID site with requirements to operate such as, but not, limited to: secure premises with complete furniture/fixtures/equipment, access to systems / tools / libraries / databases, communication tools and connectivity
- Functions as custodian and central repository of all sales tools and libraries, and central database.
- Track fulfillment of guidelines for new joiners, transferees and exiting employees.
- Monitors and tracks completion of ID personnel’s training plan.
- Handles external broadcasts to clients
- Handles internal broadcasts (Group or select units) of matters such as regulation, policy, processes / guidelines, new issues / products / variants, business changes, and other announcements.
Data Analytics and Performance Management support
- Prepares budgets and KRAs for the Group according to strategies and financials committed by business heads.
- Prepares periodic reports on financial and non-financial data to assist business heads in tracking and managing team performance.
- Generates ad hoc reports that are best sourced centrally to support the ID Heads in executing plans.
- Generates data to support the ID Heads in the conduct of marketing campaigns, leads generation and referral programs with partner Units.
- Provides internal and external data as required in strategic and tactical planning by the ID Heads.
Customer Experience Initiatives Management
- Acts as resource for projects and initiatives to improve customer experience, sales efficiency, controls and other business improvements.
- Works with Electronic Channels Management Unit in achieving enrollment and utilization targets for e-Channels
- Initiates active project-related communication within the Group by providing project updates, soliciting feedback and coordination of action
Others
- Recommends process improvements related to various areas in the Group
- Performs other related functions that may be assigned from time to time
Other facts
About Metrobank
Be part of a leading financial institution
Metrobank is the country’s premiere universal bank with the largest consolidated network of over 870 branches and over 1,900 automated teller machines nationwide, and 33 foreign branches, subsidiaries and representative offices. A recognized leader in the country’s banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands.
Experience a fruitful and rewarding career
The driving force of Metrobank’s success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system.
Learn from trusted professionals
Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service.
Metrobank is regulated by the Bangko Sentral ng Pilipinas (https://www.bsp.gov.ph/)
What you'll do
- The Sales Management Officer provides business management support to frontline units, including logistics, training monitoring, and performance management. They also prepare budgets, reports, and support customer experience initiatives.
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