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Rothie Perucho

TAGUIG, Philippines

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JUNIOR LEAD SALES MANAGEMENT 06/2017 - current
RCBC BANKARD SERVICES CORPORATION, Ortigas, Metro Manila Philippines
Industry: FINANCIAL SERVICES
I am responsible for driving business growth, managing client relationships, and developing strategic sales initiatives. Skilled in negotiating deals, expanding market reach, and ensuring seamless transactions for corporate clients. Focused on achieving sales targets, optimizing B2B partnerships, and enhancing customer satisfaction through tailored financial solutions.
1. Responsible for the acquisition new Corporate Card accounts thru various sources, overseeing their end-to-end product delivery, and in ensuring their continuous card usage and card retention by providing excellent customer service thru RCBC Bankard Services Corporation’s support groups. 2. Also responsible for the accreditation of new companies as B2B merchants and the on-boarding of these merchants’ distributors under the Distributor Card Program. 3. Manages the cross-sell of Corporate Cards and Distributor Cards by Corporate Banking Group (CBG) / Small Medium Enterprise Banking Group, (SMEBG) Relationship Managers (RMs) and RBG Branch Managers (BMs), and in the cross-sell of other RCBC Bankard retail card products to the CBG / SMEBG corporate accounts’ key officers. 4. Identifies prospective companies for the possible issuance of Corporate Card / Distributor Card, prepares proposal letters, and sets appointments for the presentation. 5. Prepares and conducts Corporate Card / Distributor Card presentation to officers of corporations and create the need for RCBC Bankard Corporate / Distributor cards. 6. Closes the sale thru negotiations with the corporation’s decisionmaker/authorized person in accordance with RCBC Bankard’s Corporate / Distributor Card terms and conditions. 7. Builds and maintains good business relationship with Corporate clients by immediately attending to their issues/concerns, and conducting periodic review of the account. 8. Coordinates with various support groups for the smooth and timely end-to-end delivery of products/services to Corporate clients and RMs, and provides recommendations in the improvement and delivery of products/services. 9. Prepares and submits on a regular basis reports to management that reflect productivity vs. goals and other management issues. 10. Builds and maintains good business relationship with Corporate clients by immediately attending to their issues/concerns, and conducting periodic review of the account. 11. Contributes to team effort by accomplishing other tasks as needed. 12. Provides market and competitive feedback which affect business goals. 13. Ensures Partner and customer satisfaction.--
EXECUTIVE ASSISTANT 12/2013 - 06/2017
RCBC BANKARD SERVICES CORPORATION, Ortigas, METRO MANILA Philippines
Industry: FINANCIAL SERVICES
Experienced Executive Assistant supporting senior officers, including the President & CEO and Vice Presidents. Skilled in calendar management, confidential correspondence, meeting coordination, and administrative support. Ensures smooth daily operations, facilitates high-level communication, and assists in strategic planning. Adept at handling sensitive information, streamlining workflows, and enhancing executive productivity.
1. Maintains calendar of my superior, schedules and arranges appointments, meetings conferences and travel accommodations as necessary. Prepares agenda of the meeting under general direction of my superior. a. Informs my superior of any proposed appointment and records information to track down schedules. Reminds superior of his/her appointments/meetings daily and informs concerned personnel re: status of request for appointment. b. Arranges appointments/meetings with other parties as instructed by or in behalf of my superior. c. Ensures that all requirements (e.g. equipment, venue, reports/presentation materials etc.,) are prepared prior to the meeting. 2. Prepares agenda for the Group’s weekly/monthly group meeting. Type minutes of the meeting prepared by the Group Head and distributes to the concerned parties. 3. Prepare or draft basic/simple correspondence for the Group Head’s review and signature. Ensures all correspondence sent out by Group Head have been proofread and are properly signed, with accurate and correct attachments when needed. 4. Assists in the consolidation of the group’s annual budget. Also assists in reforecast of group’s annual budget and analyzing variance (actual vs budget) of some of the expense lines e.g. plastic cards, card delivery, bank charges, SOA processing and forms for operations. 5. Receives and screens office visitors. a. Personally attends to client’s request which do not require the senior officer’s personal attention. Gives out pertinent information in accordance to authorized level or calls the appropriate unit to resolve the client’s request. b. Informs my superior re: visiting client’s request. 6. Making travel and accommodation arrangements for executives. 7. Maintains a systematic filing of superior’s documents/files such that these are easily located when needed even in the absence of the Executive Assistant.--
LEGAL SECRETARY 11/2010 - 04/2013
BANIQUED AND BELLO ATTYS AT LAW, Ortigas, Metro Manila Philippines
Industry: LEGAL
provides administrative and clerical support to lawyers and legal teams. Responsibilities include managing schedules and maintaining case files. Ensure smooth office operations and effective case management. Strong organizational, communication, and research skills.
1. Administrative Support: a. Provide administrative support to lawyers and legal professionals, including managing their schedules, appointments, and meetings. b. Maintain and organize legal documents, including case files, contracts, and correspondence. c. Conducts inventory of office supplies/materials and maintains an updated inventory report on a regular basis 2. Communication: a. Answer and screen phone calls, take messages, and handle client inquiries. b. Communicate with clients in a professional and courteous manner. c. Assist in managing and organizing email correspondence. 3. Document Management: a. Maintain and organize physical and electronic files, ensuring that documents are accessible and up-to-date. b. Create and maintain document databases and indexes for easy retrieval of information. c. Safekeeping of all legal records and documents 4. Confidentiality: a. Maintain strict confidentiality of sensitive information, including client details and case-related matters. 5. Billing and Financial Management: a. Prepare invoices for clients based on billable hours or agreed-upon fees. b. Track and manage expenses related to legal matters.--

Education:

Lyceum of the Philippines University 06/2002 - 03/2006
Maynila, Metro Manila, Philippines
Degree: Bachelor's Degree
Major:BSBA in Management
A Bachelor of Science in Business Administration major in Management provides a strong foundation in business principles, leadership, and organizational management. We are equipped with skills in strategic planning, decision-making, operations management, and problem-solving, preparing for leadership roles in various industries.


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