SALES OFFICER (BULACAN)

Bank of the Philippine Islands (BPI); Guiguinto; On-site; PHP 350,000 - 520,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Business Solutions Officer to acquire SME loan clients and expand SME market penetration within an assigned territory. You will map territory, build an influencer network, and connect with branches to generate opportunities.

You will meet clients, develop quotes and onboarding proposals, guide customers through product adoption, and upsell multiple products while ensuring compliant submission of all documents.

Qualifications

• Bachelor’s Degree in Business/ Marketing/ Management.
• Knowledge in sales, marketing or related field.
• Good in business writing and proposal preparation.

Responsibilities

• Map the assigned territory for SME presence and opportunities, defined per sales territory.
• Establish a network of influencers within the assigned territory and connect with government entities and organizations that support SMEs.
• Establish rapport with BPI and BFSB branches within the sales territory.
• Contact potential clients to arrange meetings and develop quotes and proposals for them.
• Attend conferences, meetings, and industry events to generate opportunities.
• Guide new customers through product onboarding processes and upsell existing clients with multiple product hits.
• Ensure submission of mandatory requirements and compliance with business rules and regulatory requirements.

Skills

Sales knowledge

Business writing

Proposal writing

Education

Bachelor’s degree in Business/ Marketing/ Management

Job description

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.

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