BUSINESS SOLUTIONS OFFICER (DAVAO)

Bank of the Philippine Islands (BPI)


Date: 2 weeks ago
City: Davao
Contract type: Full time
The Business Solutions Officer will be 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. To excel in this role, you should be an active listener, have a compelling sales personality, and a hunger to chase and close new business from cold calls and inbound warm leads.

Duties And 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.
  • Responsible for any deficiency, its approval & compliance.

Qualifications

  • Bachelor's degree in Business, Marketing, or Management
  • At least 2 years of banking experience in Sales, Marketing, and other related fields

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