Gerente Select Especialista

Santander UK

Manage select client portfolios
Execute sales campaigns and visits
Sell credit, investment, and insurance products
The role focuses on growing and securing client portfolios by linking customers to value-added products like credits, investments, and insurance

Job Summary

  • The role focuses on growing and securing client portfolios by linking customers to value-added products like credits, investments, and insurance.
  • Candidates must plan weekly activities and execute daily calls and visits to ensure 80% portfolio knowledge within one year.
  • The position requires strict adherence to operational norms regarding account opening, client due diligence, and the Investment Commercialization Model.

Matching Summary

The role focuses on growing and securing client portfolios by linking customers to value-added products like credits, investments, and insurance.

Skills & Requirements

Must-have

  • Manage Select client portfolios
  • Execute sales campaigns and visits
  • Sell credit, investment, and insurance products
  • Ensure compliance with operational regulations
  • Monitor loan repayment risks and collections

Nice-to-have

  • Excellent customer service skills
  • Strategic commercial synergy knowledge
  • Ability to prioritize commercial focus areas

Key Requirements

  • Bachelor of Science degree
  • Experience in banking sales
  • Knowledge of Opics system

Work Rights

Not specified

Tailored Resume

Cover Letter