Mex Banquero Select

Jessander

Mexico, Mexico
Portfolio management for select clients
Sales of credit and investment products
Daily client contact and visits
The role focuses on growing and protecting client portfolios by linking customers through the correct management of value-added products like credits, investments, and insurance

Job Summary

  • The role focuses on growing and protecting client portfolios by linking customers through the correct management of value-added products like credits, investments, and insurance.
  • Candidates must execute daily calls and effective visits to prospects and current clients while ensuring an 80% knowledge level of their assigned portfolio within one year.
  • Success requires strict adherence to institutional operational norms, including account opening procedures, client identification (KYC), and the detection of relevant operations.

Matching Summary

The role focuses on growing and protecting client portfolios by linking customers through the correct management of value-added products like credits, investments, and insurance.

Skills & Requirements

Must-have

  • portfolio management for select clients
  • sales of credit and investment products
  • daily client contact and visits
  • compliance with operational regulations
  • risk monitoring and collections follow-up

Nice-to-have

  • excellence in customer service delivery
  • strategic commercial planning skills
  • ability to work with high-value clients

Key Requirements

  • Experience managing select client portfolios
  • Knowledge of banking products and services
  • Ability to meet commercial rhythm targets

Work Rights

Not specified

Tailored Resume

Cover Letter