Client Relation Manager

Cepat Kredit Financing Inc.; Metro Manila; On-site; PHP 279,000 - 469,000; Full time

Job summary

Cepat Kredit Financing Inc. is seeking a Tele Sales Supervisor to oversee tele-sales operations, lead conversion, client retention, renewals, and team performance in Metro Manila.

The role requires coordinating with Loan Consultants and departments, preparing productivity and sales reports, and ensuring compliance with data privacy and reporting standards while driving strategy to hit targets.

Qualifications

• Experience in tele sales leadership or supervision.
• Strong communication and coaching skills.
• Ability to analyze performance metrics and generate actionable insights.
• Familiarity with data privacy and reporting standards.
• Experience coordinating cross‑functional teams (Marketing, Finance, IT, Operations).

Responsibilities

• Maintain daily tele-sales, retention, and renewal activities.
• Develop strategies to achieve sales, conversion, retention, and revenue targets.
• Monitor team performance, productivity, call handling, and renewal status.
• Lead, coach, and guide the Tele Sales and Tele Retention Teams.
• Coordinate with Marketing, Finance, IT, Operations, and Loan Consultants.
• Maintain good relationships with Institutional and Individual Loan Consultants.
• Review leads, client follow-ups, account status, and documentation.
• Prepare sales, renewal, productivity, and performance reports.
• Address client concerns, renewal delays, and operational issues.
• Ensure compliance with company policies, data privacy, and reporting standards.

Skills

Tele sales

Lead conversion

Team performance

Reporting

Compliance

Client retention

Renewals

Coordination

Job description

JOB SUMMARY

Oversees tele-sales operations, lead conversion, client retention, account renewals, and team performance. The role ensures effective sales strategies, proper coordination with Loan Consultants, timely client follow-ups, accurate reporting, and compliance with company standards.

DUTIES AND RESPONSIBILITIES

• Maintain daily tele-sales, retention, and renewal activities.




• Develop strategies to achieve sales, conversion, retention, and revenue targets.




• Monitor team performance, productivity, call handling, and renewal status.




• Lead, coach, and guide the Tele Sales and Tele Retention Teams.




• Coordinate with Marketing, Finance, IT, Operations, and Loan Consultants.




• Maintain good relationships with Institutional and Individual Loan Consultants.




• Review leads, client follow-ups, account status, and documentation.




• Prepare sales, renewal, productivity, and performance reports.




• Address client concerns, renewal delays, and operational issues.




• Ensure compliance with company policies, data privacy, and reporting standards.