BUSINESS SOLUTIONS OFFICER ( BACOLOD CITY)

Bank of the Philippine Islands (BPI)


Date: 2 weeks ago
City: Cebu City
Contract type: Full time
The Business Solutions Officer is responsible for acquiring new SME loan clients and developing penetration in an assigned sales territory targeting SMEs, Business Owners, Sole Proprietors, Professionals, and the like.

Major Responsibilities

  • Map the assigned territory for SME presence and opportunities, defined per sales territory.
  • Establish a network of influencers within the assigned territory. Connect with government entities, non-government organizations, civic organization that support and interact with small and medium sized business enterprises
  • Establish rapport with BPI and BFSB branches within his sales territory
  • Contacting potential clients to connect and arrange meetings
  • Attending conferences, meetings, and industry events
  • Developing quotes and proposals for clients
  • Guiding new customers and managing their expectation through the product onboarding processes
  • Upselling and creating multiple product hits with existing clients of the Unibank
  • Ensuring submission of mandatory requirements and compliance to all business rules and regulatory requirements
  • Ensures that loan documents are complete and properly executed by the Customer. The BSO shall be responsible for any deficiency, its approval & compliance.

Qualifications

  • Bachelor’s Degree in Business/ Marketing/ Management
  • Knowledge in sales, marketing or related field
  • Good in business writing and proposal preparation
  • Good in cold canvassing and calling
  • Excellent presentation skills
  • Self-motivated

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