Banking Professional and Relationship Manager with over a decade of experience driving portfolio growth across retail and corporate banking. I specialize in wealth accumulation, high-yield deposit products, and building long-term client relationships through straightforward financial solutions. From leading branch operations to mobilizing high-value funds, my focus remains constant: delivering hitting targets and securing client trust.
Core Expertise
Relationship Management & Client Acquisition
Deposit Mobilization & Wealth Products
Branch Operations & Sales Leadership
Portfolio Management & Asset Growth
Key Achievements
Target Acceleration: Exceeded expectations by hitting 148.12% of the YTD Average Daily Balance (YTD-ADB) target during my tenure in retail branch management.
Portfolio Drive: Actively leading customer acquisition and fund mobilization strategies focused on high-yield Time Deposit placements at Salmon Bank.
International Experience: Managed corporate relationship portfolios and financial services for high-net-worth clients both locally and in Doha, Qatar.More...
JASMIN FONCLARA
General Virtual Assistant
Verified
I'm a results-driven person, both professionally and personally. My goal is to provide service to help professionals and teams optimise their efficiency and productivity. I'm passionate about streamlining workflows, managing multiple projects with precision, and ensuring calendars and schedules run smoothly.
I have General Virtual Assistant in-depth training and experience, including:
- Email and calendar management: Proficient in Calendly, Google Workspace, and Microsoft 365, I ensure that no detail is overlooked.
- Communication: Experienced in handling email, phone, and virtual meetings (Zoom, Google Meet), I support seamless collaboration.
- Project management tools: Familiar with Monday, Trello, ClickUp, and Asana to keep tasks on track and teams aligned.
- Lead generation and research are areas where I excel. I utilise LinkedIn, Rocketreach, Apollo.io, Snov.io, and other tools to identify key decision-makers and expand your pipelines, thereby opening up new business opportunities for you.
- Email marketing/outreach: I design tailored campaigns using Mailchimp and Snov.io to maximise engagement.
- Social media management, content creation, and design, I'm your go-to person. I use Meta, Buffer, Canva, and CapCut to boost your brand's online presence and engagement.
I am proud of my ability to adapt quickly, solve problems creatively, and support clients in achieving their goals. I value open communication and a proactive approach in everything I do, always taking the initiative to drive results.
I want to connect and explore how my experience can add value to your business.More...
Jed Cruz
Business Development Manager@MessageBird
Verified
With over a decade of experience in sales, business development, and account management, a seasoned business development manager who excels in negotiation, value selling, and deal strategy. The ability to manage the entire sales cycle and nurture key relationships drives growth and success, ensuring exceptional results and long-lasting partnerships.More...