🔥 11 hours ago
Own enterprise sales from prospecting through close, building executive relationships and guiding complex, multi-stakeholder deals that show industrial customers the measurable operational impact of AI.
SME Business Loans Telesales Officer
🕒 3 days ago
SME Cash LoansSME LendingSalesLead Generation
📜 Description
- Source, acquire, and onboard SME clients for cash loan products.
- Manage the sales cycle, including lead generation, client meetings, loan structuring, documentation, and disbursement.
- Meet monthly and quarterly sales targets.
- Build relationships with SME owners and referral partners.
- Coordinate with Credit, Risk, and Operations to support loan processing and compliance with bank policies and BSP regulations.
- Monitor client portfolio quality, support collections when needed, track market and competitor trends, and maintain CRM records and sales reports.
🛠️ Requirements
- At least 1 year of experience selling SME cash loans in a bank in the Philippines
- Proven track record of achieving sales targets
- Excellent spoken and written English and Tagalog
- Strong communication, negotiation, and relationship-building skills
- Ability to adapt quickly to change and perform well in a fast-paced environment
- Good understanding of SME lending, credit assessment basics, and KYC/AML requirements
- Self-motivated, results-driven, and able to work independently
Full job description
SME Business Loans Telesales Officer
Responsibilities
Make outbound calls to SME owners from databases and prospect lists to generate new loan applications
Handle inbound leads and referral agent leads promptly and identify the client’s loan needs
Pre-qualify clients against basic criteria (business type, location, monthly revenue, years in operation)
Explain loan terms clearly and handle common objections
Coordinate with Credit and Operations so applications move from submission to disbursement quickly
Follow up with approved clients until signing and disbursement, including issuing PDCs or opening a checking account if needed
Log every call, status and next step accurately in the CRM
Meet daily and monthly targets for calls, qualified applications and disbursed amount
Share client feedback and objections with the team to help improve scripts and the process
Requirements
At least 1 year of experience selling SME cash loans in a bank in the Philippines
Proven track record of achieving sales targets
Excellent spoken and written English and Tagalog
Strong communication, negotiation, and relationship-building skills
Ability to adapt quickly to change and perform well in a fast-paced environment
Good understanding of SME lending, credit assessment basics, and KYC/AML requirements
Self-motivated, results-driven, and able to work independently
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