Telesales Officer

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 350,000 - 700,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking an energetic SME Sales Executive in Metro Manila to generate qualified opportunities by engaging SME clients, promoting deposit and digital banking solutions, and qualifying client needs for conversion.

You will conduct outbound calls and discovery conversations, endorse opportunities to Product Specialists, execute multi-channel follow-ups, and maintain accurate records in Salesforce and Talkdesk, contributing to growth in deposits and product

Qualifications

• Bachelor's degree in a relevant field.
• 2–3 years experience in telesales, telemarketing, contact center sales, business development, business banking, or customer acquisition.
• Knowledge in business banking products, Salesforce CRM, Talkdesk or similar dialer systems.
• Good skills in sales and business development, communication, and presentation.

Responsibilities

• Conduct outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities.
• Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR and other approved solutions to increase deposits and product penetration.
• Qualify client requirements and endorse viable opportunities to Product Specialists for conversion and onboarding.
• Execute structured follow-up activities through calls, emails, SMS and Salesforce & Talkdesk workflows to improve client engagement and conversion outcomes.
• Maintain accurate documentation of client interactions, opportunities and productivity metrics in Salesforce and approved systems

Skills

Sales

Business development

Communication

Presentation

Education

Bachelor's Degree in Business Administration, Marketing Management, Banking and Finance, Economics, Entrepreneurship or Mass Communication

Tools

Salesforce CRM

Talkdesk

Job description

Job Description:

Responsible for generating qualified sales opportunities by engaging SME clients, promoting deposit and digital banking products, qualifying client needs, endorsing leads to Product Specialists, conducting follow-ups across multiple channels, and maintaining accurate records in Salesforce and other approved systems.

Responsibilities

• Conduct outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities.
• Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR and other approved solutions to increase deposits and product penetration.
• Qualify client requirements and endorse viable opportunities to Product Specialists for conversion and onboarding.
• Execute structured follow-up activities through calls, emails, SMS and Salesforce & Talkdesk workflows to improve client engagement and conversion outcomes.
• Maintain accurate documentation of client interactions, opportunities and productivity metrics in Salesforce and approved systems

Qualifications

• Bachelor's Degree in Business Administration, Marketing Management, Banking and Finance, Economics, Entrepreneurship or Mass Communication
• At least 2 to 3 years experience in telesales, telemarketing, contact center sales, business development, business banking, or customer acquisition
• Knowledge in business banking products, Salesforce CRM, Talkdesk or similar dialer systems
• Good skills in sales and business development, communication, and presentation