SME Loan Acquisition & Growth Specialist

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 279,000 - 502,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Business Solutions Officer to acquire new SME loan clients and deepen market presence in an assigned sales territory, targeting SMEs, business owners, sole proprietors, and professionals.

The role involves mapping territory, building influencer networks, coordinating with branches, meeting with potential clients, presenting proposals, guiding onboarding, upselling products, and ensuring compliance with regulatory requirements and loan

Qualifications

• Bachelor's degree in Business/ Marketing/ Management required.
• Knowledge in sales, marketing or related field expected.
• Good business writing and proposal preparation skills.
• Strong cold canvassing and calling abilities.
• Excellent presentation skills are essential.
• Self-motivated with drive to meet targets.

Responsibilities

• Map the assigned territory for SME presence and opportunities.
• Establish a network of influencers within the territory and connect with government entities and NGOs supporting SMEs.
• Establish rapport with BPI and BFSB branches within the sales area.
• Contact potential clients to arrange meetings and present proposals.
• Attend conferences, meetings, and industry events to source prospects.
• Develop quotes and proposals for clients.
• Guide new customers through product onboarding processes and manage expectations.
• Upsell and create multiple product hits with existing clients of the Unibank.
• Ensure submission of mandatory requirements and compliance with all business rules and regulatory requirements.
• Ensure loan documents are complete and properly executed by the customer; own deficiencies and approvals.

Skills

Sales

Marketing

Cold calling

Proposal writing

Networking

Presentation skills

Self-motivated

Education

Bachelor's degree in Business/ Marketing/ Management

Job description

Bank of the Philippine Islands (BPI) is seeking a Business Solutions Officer to acquire new SME loan clients and deepen market presence in an assigned sales territory, targeting SMEs, business owners, sole proprietors, and professionals.

The role involves mapping territory, building influencer networks, coordinating with branches, meeting with potential clients, presenting proposals, guiding onboarding, upselling products, and ensuring compliance with regulatory requirements and loan