CHANNEL MANAGEMENT OFFICER

The Channel Management Officer’s primary role is to expand our new customer client base thru partnerships with target organizations representative of our Segments (Affluent, Mid-Market, Core Mass and OF) to generate bulk leads and conversions. They will provide customer-obsessed onboarding experience thru tailor-fit financial and wealth management solutions in collaboration with internal business units.

Responsibilities:

• Ensure successful acquisition of new client partners, and introducing them to various BPI financial solutions and programs based on their needs;
• Ensure proper onboarding documentation that is in adherence to the Bank’s internal policies and regulatory requirements;
• Transition acquired clients to BSC channel for onboarding, relationship management, and deepening;
• Mount events/ activations to kick start onboarding of new leads;
• Prepare Activation proposals to ensure that all cost components for various a...