Area Sales Officer

BDO Unibank, Inc.; Davao City; On-site; PHP 360,000 - 600,000; Full time

Job summary

BDO Unibank, Inc. in the Philippines is seeking a field-based sales professional in Davao City to acquire merchants for the Cash Agad program, coordinate enrollment forms, and gather required documents.

You will work with branches to generate client referrals and leads and monitor after-sales support on onboarding matters. The role requires travel within the area, 2–3 years of sales experience in banking/fintech, and strong communication skills.

Qualifications

• Graduate of any four-year course.
• At least 2–3 years sales experience in a bank or fintech/financial institution.
• Exposure in sales, relationship management, trade area marketing, SME, MSME.
• Willing to travel.

Responsibilities

• Conduct lead gathering activities within the trade area of assignment.
• Engage and acquire merchants in the trade area.
• Assist acquired partner merchants in filling up Cash Agad enrollment forms and collect due diligence documents.
• Submit collected forms and due diligence documents to client support in the most timely and efficient manner.
• Coordinate partner merchants trainings, meetings and activities.
• Coordinate and attend branch area meetings
• Manage and submit monthly sales report to Business Development Manager
• Provide relevant on-ground feedback to Business Development Manager
• Submit regularly status reports/project updates
• Coordinate and support ground activities and events

Skills

People oriented

Good communication

Education

Bachelor's degree (4-year)

Job description

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Responsible foracquiring high quality merchants for the Cash Agad program in his/her area of assignment. Responsible for gathering, collating and submitting required documents for on-boarding in the most efficient and timely manner. Responsible in coordinating with branches for client referrals and leads.

In coordination with client support, he/she is responsible in the endorsement and monitoring of after sales support for on-boarded merchants concerns regarding operations, sales and marketing support to the specific client support teams.

Responsible for maintaining business relationships with partner merchants and coordinate meetings, trainings and ground activities in his/her area of assignment.

Responsible for attaining monthly Sales targets particularly agent acquisition, agent transactions, agent productivity in their handled areas.

DUTIES & RESPONSIBILITIES

• Conduct lead gathering activities within the trade area of assignment.
• Engage and acquire merchants in the trade area.
• Assist acquired partner merchants in filling up Cash Agad enrollment forms and collect due diligence documents.
• Submit collected forms and due diligence documents to client support in the most timely and efficient manner.
• Coordinate partner merchants trainings, meetings and activities.
• Coordinate and attend branch area meetings
• Manage and submit monthly sales report to Business Development Manager
• Provide relevant on-ground feedback to Business Development Manager
• Submit regularly status reports/project updates
• Coordinate and support ground activities and events

SKILLS REQUIREMENTS/QUALIFICATIONS

• Male or Female; preferably Male. not over 40 years old
• Graduate of any four year course
• With at least two (3) years experience in sales in a bank or any fintech, financial institution.
• With exposure in sales, relationship management, trade area marketing, SME, MSME
• Must be people oriented with good communication skills
• Can function effectively with minimal supervision
• Must be willing to travel

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

The BDO, BDO Unibank, and other BDO-related trademarks are owned by BDO Unibank, Inc. BDO Unibank Inc. ® All Rights Reserved.