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Financial Services Officer

1 Year or less Experience

Unicapital Incorporated

3rd Floor Majalco Building Benavidez cor Trasierra Sts. Legaspi Village, Makati, Metro Manila
Posted on : September 14, 2019
Job ID : 329063


Is currently looking for:
Section/Dept: Structured Finance
Reports to: Head of Structured Finance
Coordinates with: LCPU, Credit & Collection, Legal, Operations (Internal); Banks & other Financial Institutions (External)
Main Responsibility:
  • Responsible for soliciting  and maintaining clients for the company.
Duties and responsibilities:
  • Directly in- charge of new business development and account management of the assigned loan facilities.
  • Maintains business relationships with existing clients;
  • Negotiates with borrowers regarding new loans and drawdowns to be made against existing credit lines;
  • Achieve growth and hit sales targets by successfully managing the sales team
  • Design and implement a strategic business plan that expands company’s customer base and ensure its strong presence.
  • Present sales, revenue and expenses reports and realistic forecasts to the management team.
  • Books and monitors loan transactions;
  • Prepares credit term sheets, if necessary;
  • Makes sure that all salespeople meet quota during a given period
  • Helps design new loan products and improve on existing ones;
  • Sets up booths at trade shows and demonstrates the quality or uses of a product
  • Demonstrates superior time management skills and meets sales deadlines.
  • Do field work as much as possible to market the product.
  • Coordinates with other department concerned;
  • Other tasks that maybe assigned from time to time that will support organizational goals and objectives
Job specification:
  • Min. Education: Graduate of any Business Course
  • Min. Experience:
    • With at least 1-2 years experience as Account Officer/ Sales Officer involved in Solicitation of new accounts and management of existing ones, preferably from a finance company or bank specializing in retail and corporate loans.
    • Has knowledge in basic accounting.
  • Functional Competencies:
    • Demonstrates technical marketing skills and product knowledge of financial services, particularly lending.
    • Computer Literacy, Microsoft Office, Database Skills, Business, Accounting, Marketing, Finance, Target Market Analysis, Presentation Skills, Persistent, Flexible
  • Core Competencies: Integrity, Diligence, Customer Focus, Teamwork, Innovation and Selflessness

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