Mark K.
Senior Business Development Specialist
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Mark K. is a Business Development Specialist with over 10 years of diverse experience in the banking, insurance, and customer support industries. Renowned for his expertise in lead generation and client relations, Mark adeptly identifies business opportunities and nurtures strong client relationships through strategic account management. He is proficient in CRM platforms like HubSpot and Salesforce, enhancing operational efficiency and contributing to business growth in both on-site and remote settings. His tenure at BPI-AIA Life Assurance Corporation as a Bancassurance Sales Executive involved evaluating customer needs, recommending insurance and investment solutions, and cross-selling to meet business targets. Additionally, his work at Eastwest Bank as a Team Assistant and his role at the Home Development Mutual Fund demonstrate his adaptability and commitment to excellent customer service, including managing customer queries and supporting operational tasks. Mark's academic background in marketing management further complements his practical skills in driving business development.
Experience
Accounting and Customer Support Assistant
Home Development Mutual Fund · 2023 — 2026Engage with walk-in clients and address inbound calls or emails regarding Pag-IBIG benefits and services. Screen and collect documentation for property title transfers in Housing Loans, ensuring completeness of requirements.Business Development Specialist/Lead Sourcing
Bleo / Part-Time · 2025 — 2026Conduct lead generation by sourcing, qualifying, and pursuing significant corporate prospects through networking, cold outreach, and participation in industry events.Bancassurance Sales Executive
BPI-AIA Life Assurance Corporation · 2018 — 2022Evaluate the financial and wellness needs of BPI customers, suggesting suitable life and health insurance or investment products. Generate new business through cross-selling and up-selling of BPI AIA products to retail and corporate clients to achieve branch objectives.Team Assistant for Operation
Eastwest Bank · 2014 — 2017Coordinate office operations by managing calendars, scheduling meetings, and organizing travel arrangements. Maintain filing systems and prepare reports, ensuring the security of operational documents. Monitor project timelines and assist in identifying process bottlenecks.
Skills & Expertise
Education
- Professional Education Major in Social StudiesEULOGIO AMANG RODRIGUEZ INSTITUTE OF SCIENCE AND TECHNOLOGY · 2017 — 2018
- Bachelor of Science in Business Administration Major in Marketing ManagementPANGASINAN STATE UNIVERSITY · 2009 — 2013
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