Mex Banquero Select

Santander

Mexico City, Mexico
Portfolio management of select clients
Sales of credits and investment products
Execution of commercial campaigns
The role focuses on maximizing returns and securing client portfolios through the strategic management of credits, investments, and insurance products

Job Summary

  • The role focuses on maximizing returns and securing client portfolios through the strategic management of credits, investments, and insurance products.
  • Candidates are expected to execute daily calls and visits to prospects and existing clients while adhering to established commercial rhythms and targets.
  • The position requires strict adherence to operational regulations regarding account opening, client knowledge, and detection of relevant operations.

Matching Summary

The role focuses on maximizing returns and securing client portfolios through the strategic management of credits, investments, and insurance products.

Skills & Requirements

Must-have

  • Portfolio management of Select clients
  • Sales of credits and investment products
  • Execution of commercial campaigns
  • Compliance with operational regulations
  • Preventive follow-up on payment risks

Nice-to-have

  • Excellent customer service skills
  • Knowledge of SME synergy products
  • Ability to work in a team environment
  • Strong negotiation techniques

Key Requirements

  • Experience in banking or financial services
  • Knowledge of Mexican banking regulations
  • Proven track record in sales and portfolio growth

Work Rights

Not specified

Tailored Resume

Cover Letter