SALES OFFICER (CALOOCAN)

Bank of the Philippine Islands (BPI); Caloocan; On-site; PHP 460,000 - 700,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Business Solutions Officer in Metro Manila to acquire new SME loan clients and deepen penetration in assigned sales territory. You will map territory, build influencer networks, and coordinate with branches to drive onboarding.

Responsibilities include developing quotes and proposals, guiding customers through onboarding, upselling products, and ensuring all loan documents meet regulatory requirements.

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.
• Establish a network of influencers within the territory.
• Establish rapport with BPI and BFSB branches within his sales territory.
• Contact potential clients to connect and arrange meetings.
• Attend 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.
• Ensures 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.

Skills

Sales knowledge

Business writing

Proposal preparation

Networking

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