Sales Manager
2 weeks ago
Job Description:
Key Responsibilities
Sales Strategy and Execution
- Drive the achievement of monthly and quarterly sales targets across the assigned area.
- Analyze sales funnels to identify drop-off points and implement improvements.
- Implement and monitor lead escalation strategies to boost pipeline health and response times.
- Coordinate closely with marketing, telesales, and account officers to increase lead-to-loan conversion.
Quality Assurance and Monitoring
- Audit CRM data and lead activity logs to ensure timely follow-ups and escalation protocols are followed.
- Investigate reasons for lead or loan application drop-offs and establish corrective action plans.
- Monitor compliance to service-level agreements (SLAs) in customer response, document processing, and loan turnaround times.
Branch and Team Performance
- Supervise Luzon, Visayas and Mindanao branch productivity and recommend optimizations in manpower, tools, or workflows.
- Coach and guide Account Officers and branch staff on best practices in customer handling, closing techniques, and cross-selling.
- Conduct regular area visits, performance reviews, and spot checks.
Customer Experience and Service Quality
- Ensure a customer-centric approach is upheld across all sales touchpoints.
- Monitor client feedback and complaints, and coordinate solutions with the Customer Service and Operations teams.
- Promote initiatives to enhance borrower satisfaction and long-term retention.
Reporting and Insights
- Provide data-driven performance reports and insights to senior leadership.
- Recommend operational or strategic adjustments to improve sales velocity and branch efficiency.
Qualifications
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
- Minimum 5 years of experience in sales, preferably in financial services or lending.
- At least 2 years in a supervisory or managerial role.
- Strong analytical skills with experience using CRM systems (e.g., Freshworks).
- Results-oriented with excellent leadership, communication, and organizational abilities.
- Familiarity with SME lending or financial products is a strong advantage.
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