CBS - HEAD, SALES MI AND VERIFICATION SECTION

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Position Title: Head, Sales MI and Verification Section

Job Summary: The primary task of the jobholder is to provide and analyze management information relating to sales performance and portfolio statistics relations to sales activities, analyze and recommend action steps to the Division Head and the Sales Unit Heads. Jobholder should be able to formulate actionable recommendations on how to take the Sales activities forward in view of the set targets. This is vital in achieving the company’s bottom line.

Analysis is delving, but not limited to, sales performance per channel, acquisition costs, commissions and incentives, strategy evaluation, portfolio analysis vs. sales channel/initiative, capacity planning, database management and archiving relating to all sales activities and collating of all required date by any Sales Unit with coordination with DM, Credit, Metrobank branches, Finance and other relevant MBTC Units.

The jobholder is also required to oversee Telesales verification and to ensure accuracy and validity of Telesales endorsements for cards acquisition, portfolio action, and other products and services.

Specific Duties & Responsibilities:

• Develops, generates and analyzes reports to monitor performance of the Sales Unit in terms of volume, effectiveness and portfolio indices. The reports are generated daily/weekly and should be consolidated on a monthly basis. The monthly report pack, to be developed by the jobholder, should cover impact to the portfolio, profitability and effectiveness of the strategy. The monthly report pack should be assessed continuously and amended as necessary. Ensures the accuracy, integrity and data security of the reports generated.
• Overall in charge of ensuring accuracy, timeliness and integrity of payments of sales incentives and/or commissions of the whole Credit Card Sales Division, Metrobank branch partners, accredited 3rd Party Direct Sales Agencies and Vendors, and other parties with which Cards Sales has entered into sales incentive agreements
• Develops and generates relevant reports relating to Card Sales (i.e. Commission / Incentives of referrers/ accredited Agencies/Agents, Sales Officer’s Incentive Report among others). Automates the generation of commissions and management information reports. Daily, weekly, monthly, and quarterly commission reports and pay-outs
• Leads annual sales forecasts of yearly Sales financial and manpower plans in coordination will all Sales unit heads, Finance, HR and Head of Sales.
• Works with the Sales Channel Unit Heads for the identification and implementation of areas of improvement and schedule. Subsequent monitoring of the implementation and results should be undertaken by the jobholder. Recommends action steps based from the issues identified in the analysis of the regular reports and monthly packs. Provides major input in focusing of sales strategies for the Sales team.
• Works with the Sales Channel Unit Heads in documenting and standardizing metrics and calculations across the department (how to measure card application process TAT, how to gather data, how to achieve optimized utilization, etc.)
• Is the central liaison to the DM, Credit BIU, Finance and Operations for matters relating to data requests and queries of the entire Sales Division. Moreover, jobholder is in charge of verifying data accuracy of all information derived from these units.
• Conducts and leads adhoc studies as identified and approved by the Head of Sales as well as perform projects/ responsibilities that may be assigned from time to time (eg. BORC, BCP, Cost Champion, Corp. Correspondents, Line Trainer, e-Champ)
• Ensures that overall operations of managed team have a robust risk management framework and compliant to bank policies and procedures.
• Cultivates the growth and development of individual talents through coaching, identification & execution of relevant development plans and ensuring regular feedback on individual performance and progress
• Oversees the sales verification team to ensure consistent quality of sales validation that will enable the identification and mitigation of mis-selling occurrences of BPO
• Collaborates with the sales channels in uplifting quality of sales calls that will deliver improved sales output for all acquisition & installment products
• Ensures that all sales closed by Telesales for portfolio action, supplementary & card acquisition are sales verified and within the set parameters of Metrobank (CBS).
• Be knowledgeable of the introduction of new systems, programs, policies and procedures and new product features needed in the performance of Sales Verification Function

Job Qualifications:

• Bachelor’s degree holder. Some units in MBA or a masteral degree program an advantage
• At least 4 years experience in a supervisory or coaching role, with an MI function, preferably in telemarketing or a related industry
• At least 4 years experience in analyzing and working with various types of data and statistical information and proficiency in generating different reports accordingly. Must be knowledgeable in creating MIS reports
• Excellent communication skills: fluent both in English and Filipino, concise and clear speech and exceptional listening skills. Must have presentation skills
• Proficient with various software applications including MS Word, Excel and PowerPoint. Knowledge in MS Access and/or SAS is an advantage
• Willing to work on weekends and holidays.
• Must be willing to work in / report to different MCC offices (Makati, Pasay)

Other Details:

Rank: Junior Officer

Location: Makati/Pasay