Roles and Responsibilities

• Identify and source new /potential clients through various channels.
• This includes conducting product presentations and sales pitches to prospective customers.
• Conduct cold calls and field visits to attract new clients.
• Maintain strong relationship with existing clients and ensure renewal.
• Supervise sales associates to ensure assistance to clients in completing loan applications and gathering necessary documentation. If necessary, assist the client or sales associate to ensure prompt processing of loan applications.
• Coordinate with the credit and loan processing teams to facilitate the approval of loans.
• Ensure that all loan applications meet company policies and regulatory requirements.
• Prepare regular reports on sales performance and client feedback.
• Participate in sales meetings, training sessions, and workshops to improve sales skills.
• Assist the Branch manager in meeting and exceeding targets.
• Acts as officer in charge in the absence of a Branch Manager or if instructed by Management.
• May be assigned to supervise other branches in case of need and necessity.
• Perform such other task as may be assigned from time to time.

Requirements:

• Strong sales, communication and negotiation skills.
• Willing to go on field work and can be assigned to other branches if needed.
• Ability to build and maintain client relationships.
• Knowledge of lending products, loan application processes would be an advantage.
• Willing to engage in fieldwork to identify prospective clients and deliver compelling sales presentations
• Willing to train in Ortigas Pasig for two (2) weeks