Tele Institutional Manager
SALES AND MARKETING DEPARTMENT
Job Description
• Develop and implement tele-sales strategies, action plans, and operational initiatives to achieve account acquisition, renewal, retention, conversion, and revenue targets.
• Oversee inbound and outbound calls, client follow-ups, lead handling, account renewals, and Institutional Loan Consultant accounts, ensuring timely coordination and accurate status monitoring.
• Set and monitor call volume, conversion, renewal ratio, response time, retention, revenue, productivity, and service KPIs, and prepare management reports, analyses, and recommendations.
• Lead, coach, motivate, and evaluate the Tele Sales and Tele Retention Teams, address capability and performance gaps, and maintain a customer-focused, accountable, and results-oriented culture.
• Coordinate with Loan Consultants, Marketing, Operations, IT, Customer Service, Finance, and Sales to improve campaigns, systems, reporting, account reconciliation, and processes while resolving escalated client, renewal, revenue, or compliance concerns.
Qualifications
• Bachelor’s degree in Business Administration, Marketing, Communication, Management, Sales, or any related field.
• At least three (3) to five (5) years of experience in tele-sales, customer acquisition, client retention, account management, sales operations, BPO sales, or a related function.
• With supervisory or managerial experience handling tele-sales, retention, sales, customer-facing teams, or related sales operations.
• Experience coordinating with Institutional Loan Consultants, sales partners, referral partners, or institutional accounts is highly preferred.
• Strong knowledge of tele-sales techniques, lead management, account acquisition, client retention, renewal management, customer handling, performance monitoring, and sales reporting.
• Strong leadership, coaching, communication, negotiation, interpersonal, stakeholder-management, analytical, problem-solving, planning, decision-making, and professional business-writing skills.
• Proficient in Microsoft Office, CRM systems, telephony platforms, reporting tools, and other sales-monitoring systems.