TELESALES OFFICER
Full-time
Bank of the Philippine Islands (BPI)
The Telesales Officer is 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. Core Responsibilities
- Conducts outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities
- Promotes Corporate Checking Accounts, Maxi‑One Accounts, BizLink Check Writing, P2M QR, and other approved solutions to increase deposits and product penetration
- Qualifies client requirements and endorses viable opportunities to Product Specialists for conversion and onboarding
- Executes structured follow‑up activities through calls, emails, SMS, and Salesforce & Talkdesk workflows to improve client engagement and conversion outcomes
- Maintains accurate documentation of client interactions, opportunities, and productivity metrics in Salesforce and approved systems
- Bachelor’s Degree in Business Administration, Marketing Management, Banking and Finance, Economics, Entrepreneurship, or Mass Communication
- At least 2–3 years of 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
Vacancy posted 1 day ago
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