Telesales Team Lead

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 420,000 - 540,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is looking for an experienced sales professional to generate qualified SME opportunities by promoting deposits and digital banking products while qualifying client needs. You will conduct outbound calls and discovery conversations, endorse opportunities to Product Specialists, and document engagement in Salesforce and Talkdesk for accurate pipeline visibility.

Responsibilities include promoting bank solutions, qualifying requirements, and maintaining records

Qualifications

• Bachelor’s degree or equivalent in business, marketing, economics or related field.
• 2–3 years of telesales, telemarketing, contact center sales, business development or customer acquisition.
• Knowledge of business banking products and CRM tools like Salesforce or Talkdesk.

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

Communication

Presentation

Business Development

Customer Acquisition

Telesales

Education

Bachelor’s Degree in Business Administration

Marketing Management

Banking and Finance

Economics

Entrepreneurship

Mass Communication

Tools

Salesforce CRM

Talkdesk

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