Secured SME Department Head - Bank - Makati - Up to 180K

weSource Management Consultancy Firm; Makati; On-site; PHP 1,828,008 - 2,189,592; Full time

Job summary

A leading financial services company in Makati is seeking a Secured SME Department Head to lead sales activities and ensure loan budgets are met. The ideal candidate has over 5 years of experience in the banking industry, with a strong background in sales and team management. Key responsibilities include monitoring sales performance, training staff, and developing strategic partnerships. This role offers competitive compensation up to 180K PHP.

Qualifications

• 5 years experience in the banking industry is required.
• Experience in managing a sales team is mandatory.
• Strong planning and organizational skills are essential.

Responsibilities

• Deliver budget targets for SME Loans and oversee standard sales activities.
• Monitor accredited DSAs and ensure sales targets are met monthly.
• Conduct regular sales meetings and client visits to increase applications.

Skills

Sales experience

Team management

Planning

Organizing

Creative Selling

Credit & Risk

Education

4-year College Degree in any business-related course

Job description

Secured SME Department Head - Bank - Makati - Up to 180K

Job Openings Secured SME Department Head - Bank - Makati - Up to 180K

About the job Secured SME Department Head - Bank - Makati - Up to 180K

General Function: On top of the standard sales account management & relationship building, the SME

• Department Head should be able to deliver the budget of SME Loans. Should be able to manage in standard sales activities such as but not limited to: DSAs/agents & branches presentation, orientation, solicitation of loan applications & accreditation renewals .
• Monitoring of accredited DSAs, turn-ins, approval & booking shall be managed as well. Planning and strategic sales management shall be observed at all times for the purpose of growing the business responsibly.
• Also, it is crucial to develop strategies to be more competitive in the market and keeping a healthy portfolio. This includes regular review of sales revenue and market share.

Specific Duties and Responsibilities

1. Ensure that Sales targets are met on a month on month basis
2. Rework and SLAs are managed and delivered as stipulated for all applications
3. Staff is trained on internal products and processes and are fully aware of the market offer and are able to handle objections from customers
4. Daily staff meeting ( sales + assistants ) and monthly meeting with all related parties credit , product and operations etc. to ensure alignment to internal policies and processes and remove bottlenecks
5. Responsible for the DSAs and Partners accreditation .
6. Ensures the signing, updating and renewal of the Letter Agreement of the Memorandum of Agreement for all accredited DSAs and Partners.
7. Conduct regular sales calls or client visits on DSAs and Partners active or inactive to grow business with them and to increase turn-in applications. Develop strategic position for the DSAs and Partners to be competitive in the market.
8. Ensures the compliance of clients/DSAs/agents/Partners to submit all required documents including the completeness of the loan application of borrowers within the prescribed period.
9. Regular sales meeting to address issues and concerns and sales projections.
10. Ensures the growth and well-being of employees through various engagements including mentoring.
11. Must comply in any audit and compliance task
12. Other related duties that may be assigned from time to time.

MINIMUM QUALIFICATIONS

• 4-year College Degree any business-related course
• With sales experience and team management
• 5 years experiencein the banking industry at least
• Planning, Organizing, Creative Selling, Credit & Risk