Finance Consultant
Full-time
TriAxis People Solutions
Job Purpose:
Daily Sales Activities
- Carry out continuous lead generation activities
- Set appointments, whether over the phone or face-to-face
- Conduct financial needs analysis and recommend customized solutions
- Prepare documents of customers and submit applications
- Strengthen customer relationship through after sales servicing
Relationship Management
- Build a long-term relationship with the bank partner
- Engage the bank partner to be active referrers
- Promote reciprocity by referring customers to the bank for a loan or savings/checking account
- Inform and update branch of daily activities, branch performance, status of referrals
Professional Development
- Complete the Onboarding Program encompassing technical and soft skills (Products, Sales Process, Distributor Tools)
- Attend advance training offerings and designation programs
- Get accredited to run customer events, whether in-branch or offsite
Minimum Qualification:
Willing to be assigned with our partner bank onsite - Batangas (Sto. Tomas/ Batangas/ Lemery/ Lipa / Balayan)
Graduate of any 4-year or 5-year Bachelor’s degree
At least 1-2 years of solid working experience and a successful track record as:
- Retail sales or relationship officer
- Car Sales
- Property Specialist
- Sales Associate
- Sales Representative
- Medical Sales Representative
- Customer Service Representative
- Bank Staff
- Real estate broker
- Ability to achieve sales targets on a monthly basis
- Excellent communication and interpersonal skills
- Ability to exhibit a strong aspiration to be an expert or leader in the future
- Display an excellent team spirit
- With desire to have a noble purpose in their career
- Open to fresh graduates
- Career Shifter
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Finance Consultant in Manila vacancy
- ...The Work: As a S/4HANA Finance Consultant, you will be the part of our team of experts responsible for creating a detailed blueprint for the development requirements of S/4HANA, and for providing business and functional support around SAP modules, particularly for...
- ...required) Employment Type: 12-Month Contract (Renewable) About the Role We are seeking an experienced Technical Consultant – Asset Finance to deliver end-to-end asset finance solutions by combining technical expertise, functional consulting, and solution...Remote job
- A Sun Life Insurance Agent, also known as a Financial Advisor, helps clients achieve financial security by offering personalized insurance, investment, and retirement planning solutions. The role involves building strong client relationships, conducting financial needs...
- ...into action. Role location: Hybrid (three days in-office, two days virtual) About the role As a Consultant Lead, Professional Services – Asset Finance, you will lead functional consulting and solution-delivery activities for technology supporting the asset finance...
- ...compliance. Requirements Educational Qualifications: Bachelor’s degree in Finance, Accounting, or a related field Experience Level: 1–3 years of relevant experience in financial consulting or analysis Skills and Competencies: Proficiency in Product Costing,...
- ...Job Posting: Senior Microsoft Dynamics 365 Finance & Operations Consultant Category: ERP/CRM/Tools Work Setup: Hybrid in Taguig (3 days/week onsite) Salary: Php 150,000 (max) Work Schedule: Mid and Night-Shift Experience Required: 5+ years Non-Negotiable...
- ...the approved purchase order is attached and the invoice is signed off by the department head. Raise any concern immediately to the Finance Executive or Accounting Manager. Prepare the monthly bank reconciliation for review by the Finance Executive. Prepare reconciliations...
- ...Join the dynamic sales team at Hyundai Otis' as a full-time Sales Consultant based in Paco Manila City Metro Manila. In this customer-focused role, you will be responsible for providing exceptional sales support and advice to our clients, helping them find the perfect...
- ...Job description: Job SummaryThe Finance Controller is responsible for overseeing the company’s financial operations, ensuring accurate financial reporting, compliance with regulatory requirements, and effective internal controls. This role plays a critical part in financial...
- JOB DESCRIPTION Trains and supervises accounting staff Ensures the accuracy of journal entries, schedules, reconciliations Prepares and analyzes financial statements and reports Keeps updated on new tax laws, BIR regulations, and SEC requirements to ensure ...
- ...With pleasing personality With mandatory requirements: SSS, PAGIBIG, PHILHEALTH, TIN, NBI Willing to start ASAP Sales Consultant The Sales Consultant plays a vital role in driving revenue and building strong client relationships within the organization. This...
- Key responsibilities include sourcing candidates via job boards and social media, screening resumes, conducting interviews, and coordinating with hiring managers to select top talent. Sourcing & Advertising: Posting job openings on various platforms (LinkedIn, job boards...
- ...Overview Forticare Health Systems International, Inc. is seeking an experienced and strategic Finance Manager to oversee the Company's financial planning, budgeting, financial reporting, and strategic finance initiatives. This role will work closely with Senior Management...
- Job description: Primarily responsible for the sales of assigned brand, ancillary sales and synergy sales; updating and expansion of customers’ database; and the proper and timely compliance with sales procedural, documentation and reportial requirements as prescribed...
- ...Job Summary As an SAP Analytics Consultant, you will be the part of our team of experts responsible for creating a detailed blueprint, developing solutions and providing application support for any of the following SAP Analytics areas: BW4HANA Business Objects...
- ...trends Perform account reconciliations and assist with audits Requirements Educational Qualifications: Bachelor’s degree in Finance, Accounting, or a related field Experience Level: 0–2 years of experience in finance or a related field Skills and...
- Description Develop and maintain strong relationships with clients to understand their needs and objectives. Deliver sales presentations and demonstrate products to potential customers. Identify new business opportunities and generate leads through networking ...
- ...We are looking for a Senior R&D Consultant who will provide high-level technical direction for a new food ingredient manufacturing project during the pre-operational stage. The consultant will guide product-track selection, review trial design, challenge technical assumptions...
- ...We are seeking a motivated and dynamic Sales Consultant to join our team. The ideal candidate will play a key role in driving revenue growth by identifying client needs, offering tailored solutions, and building lasting relationships. You will act as a trusted advisor...
- ...responsible for research projects set-up, fieldwork management, and data delivery. This role reports to a sector vertical, manned by Consultants and a Principal, and likewise supports in the vertical’s administrative requirements. Thus, this role works closely with other...
- ...GECO Philippines is Hiring: SAP BODS Consultant We are looking for an experienced SAP BusinessObjects Data Services (BODS) Consultant to design, develop, enhance, and support enterprise data integration and ETL solutions. If you have strong hands-on experience in SAP...
- ...About The Role We are seeking an experienced SAP FICO AMS Consultant to join our Application Management Services practice, supporting... ...Your Tasks And Responsibilities Provide ongoing SAP Finance application support as part of our AMS / Aftercare services...Remote job
- ...tools and system enhancements. ● Collaboration and Communication : ○ Work closely with cross-functional teams, including finance, operations, and tax, to gather necessary data and provide support as needed. ● Ad-hoc Reporting and Special Projects:...
- ...Description / RequirementsJob Title: Workday Functional Consultant Salary: PHP 50,000 – PHP 60,000(Has basic benefits, life and accident... ...of Workday processes. The consultant will partner with HR, Finance, and IT teams to ensure data accuracy, system efficiency, and...
- ...Provide profitability, cost, and operational analyses to support decision-making. SAP Financial Systems Management Serve as the Finance subject matter expert for SAP ERP. Manage and optimize SAP Finance (FI) and Controlling (CO) modules. Ensure proper...
- Primarily responsible for the sales of assigned brand, ancillary sales and synergy sales; updating and expansion of customers’ database; and the proper and timely compliance with sales procedural, documentation and reporting requirements as prescribed by AUTOHUB, company...
- ...Are you ready to accelerate your career? Join Cielo as a Senior Talent Consultant! A career at Cielo will give you the opportunity to work with the industry’s smartest people and to take ownership of your success! Cielo is a brand that reflects our big idea –...
- ...We are looking for an Finance Manager to oversee our accounting department’s daily operations. You will manage all financial functions, including accounts payable/receivable, bank reconciliations and tax audits. Our ideal candidate uses strong analytical skills to create...
- Primarily responsible for the sales of new cars of assigned branch, ancillary sales and synergy sales, updating and expansion of customer's database, and the proper and timely compliance with sales procedural, documentation and reportorial requirements as prescribed by...
- Your Role As a Sales Executive, you will be responsible for developing new business opportunities and building lasting relationships with customers. You will: Identify and pursue new clients, leads, and sales opportunities. Generate leads through client visits...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Consultant. Be the first to apply!
