Mex Banquero Select

Betechwithsantander

Mexico City, Mexico
Portfolio management of select clients
Sales of credit, investment, and insurance products
Daily client calls and branch visits
The role focuses on maximizing portfolio returns by linking clients through the strategic management of credits, investments, and insurance products

Job Summary

  • The role focuses on maximizing portfolio returns by linking clients through the strategic management of credits, investments, and insurance products.
  • Candidates must execute daily calls and visits to prospects and existing clients while ensuring an 80% knowledge level of their assigned portfolio within one year.
  • Success requires strict adherence to institutional norms regarding account opening, client identification (UPLD), and the detection of relevant operations.

Matching Summary

The role focuses on maximizing portfolio returns by linking clients through the strategic management of credits, investments, and insurance products.

Skills & Requirements

Must-have

  • Portfolio management of select clients
  • Sales of credit, investment, and insurance products
  • Daily client calls and branch visits
  • Compliance with operational regulations
  • Risk monitoring and collections follow-up

Nice-to-have

  • Excellent customer service skills
  • Strategic commercial planning abilities
  • Experience with banking systems like Opics
  • Strong negotiation and persuasion techniques

Key Requirements

  • Knowledge of banking products and services
  • Ability to manage high-concentration portfolios
  • Understanding of compliance and risk protocols

Work Rights

Not specified

Tailored Resume

Cover Letter