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.
Responsibilities:
- Conduct outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities.
- Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR and other approved solutions to increase deposits and product penetration.
- Qualify client requirements and endorse viable opportunities to Product Specialists for conversion and onboarding.
- Execute structured follow-up activities through calls, emails, SMS and Salesforce & Talkdesk workflows to improve client engagement and conversion outcomes.
- Maintain accurate documentation of client interactions, opportunities and productivity metrics in Salesforce and approved systems
Qualifications:
- Bachelor's Degree in Business Administration, Marketing Management, Banking and Finance, Economics, Entrepreneurship or Mass Communication
- At least 2 to 3 years 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
