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Sales Manager

3 weeks ago

Ortigas Metro Manila, Philippines JK Capital Finance Inc Full time

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.