Corporate Accounts Associate

apartmentCOL Financial Group, Inc. placePasig calendar_month 
Corporate Promotion & Engagement
  • Promote COL products and services (CSG, CEIF, CIP) to companies, institutions, and organizations.
  • Assist in corporate marketing campaigns to boost brand awareness, enhance partnerships, and engage employees.
Lead Generation & Account Management
  • Generate and pursue corporate leads through email, phone, and other channels.
  • Coordinate corporate account applications, including initial document review and internal team collaboration.
Event Planning & Facilitation
  • Plan, organize, and support financial literacy seminars and corporate events. • Prepare event materials and assist in documentation and follow-up after events.
Reporting & Data Management
  • Help prepare reports and presentations for corporate accounts and engagement activities.
  • Manage data tasks, including organizing and updating internal trackers and monitoring files.
  • Bachelor’s degree in Communications, Marketing, Finance, or a related field
  • At least 2 years of experience in Sales, Marketing, Client Services, or Corporate Relations
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Excel and PowerPoint; experience with data tools or dashboards is a plus
  • Experience in event planning, digital campaigns, or marketing communications is an advantage
  • Comfortable with research, data handling, and creating presentations
  • Basic knowledge of financial markets is preferred but not required
apartmentThe SM StoreplaceManila, 11 km from Pasig
and offering tailored solutions to meet their corporate needs, all while ensuring a customer-first attitude Responsibilities  •  Manage and develop corporate client accounts, ensuring sales growth, customer satisfaction, and long-term retention.  •  Generate...
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