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Carlyle C. — Mid-Level Financial Sales Associate from Philippines

Carlyle C.

Mid-Level Financial Sales Associate

Philippines No experience yet
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Carlyle J. is a dedicated professional with experience in the financial services industry. Most recently serving as a Financial Sales Associate at HealthOz PTY LTD, Australia, Carlyle was instrumental in promoting financial products and services, assisting clients in choosing optimal financial solutions, and maintaining robust client relationships. This role emphasized sales, customer service, and advisory duties, where he adeptly met sales targets and handled client inquiries. Prior to that, Carlyle was an Account Officer at GM Bank of Luzon, Inc., Philippines, where he managed client accounts, ensured account accuracy, and coordinated with internal departments to support customer transactions and satisfaction. Carlyle holds a Bachelor's degree in Hotel and Restaurant Management from Wesleyan University-Philippines, demonstrating his adaptable and customer-focused approach. His proficiency with Microsoft Office, keen attention to detail, and problem-solving skills support his contributions to organizational growth.

Experience

  • Financial Sales Associate

    HealthOz PTY LTD. Babushka’s Kefir · 2024 — 2026
    Promoted financial products and services to clients while supporting their selection of suitable financial solutions. Developed and sustained client relationships, adhered to sales targets, and processed necessary applications and documentation. Addressed client inquiries and conducted follow-ups.
  • Account Officer

    GM Bank of Luzon, Inc. · 2022 — 2023
    Assisted clients with account management and monitored their account activities. Prepared relevant reports and documentation while ensuring customer satisfaction. Coordinated with internal departments to maintain account accuracy and support business goals.

Skills & Expertise

Education

  • Bachelor of Science in Hotel and Restaurant Management
    Wesleyan University-Philippines · — — 2019

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