Banquero Black

Santander

Mexico City, Mexico
Portfolio management of top 250 clients
Daily execution of sales calls and visits
Knowledge of opics banking system
The role focuses on maintaining and increasing the profitability of a credit and deposit portfolio through strategic product management

Job Summary

  • The role focuses on maintaining and increasing the profitability of a credit and deposit portfolio through strategic product management.
  • Candidates must execute daily calls and visits to ensure 100% knowledge of their assigned portfolio over a one-year period.
  • The position requires strict adherence to operational norms regarding account opening, customer due diligence, and investment marketing models.

Matching Summary

The role focuses on maintaining and increasing the profitability of a credit and deposit portfolio through strategic product management.

Skills & Requirements

Must-have

  • Portfolio management of top 250 clients
  • Daily execution of sales calls and visits
  • Knowledge of Opics banking system
  • Understanding of investment products and insurance
  • Compliance with operational regulations

Nice-to-have

  • Client-centric service excellence mindset
  • Strategic planning for weekly activities
  • Ability to identify cross-selling opportunities
  • Strong relationship building skills

Key Requirements

  • Experience managing high-value client portfolios
  • Proficiency in banking compliance and KYC procedures
  • Proven track record in sales target achievement

Work Rights

Not specified

Tailored Resume

Cover Letter