Banamex Asesor Hipotecario Canal Broker

Banamex

Not specified (assumed to be field sales with potential in-office requirements)
Customer relationship management
Financial product sales
Mortgage transaction structure
Banamex is seeking an Asesor Hipotecario Canal Broker, a mid-level sales position focused on assisting clients with financial products and achieving sales goals. The role involves client relationship management, marketing activities, and collaboration with various teams to optimize sales and ensure compliance within the financial sector

Job Summary

  • The Field Sales Officer is an intermediate position responsible for providing customer assistance and achieving financial product and service sales goals.
  • Responsibilities include tracking incoming data, acquiring new customers through outbound calls and micromarketing, and managing the complete customer lifecycle.
  • The role requires performing first-level risk analysis to understand policy adherence and evaluating risk when making business decisions.

Matching Summary

Match Score: 75

Banamex is seeking an Asesor Hipotecario Canal Broker, a mid-level sales position focused on assisting clients with financial products and achieving sales goals. The role involves client relationship management, marketing activities, and collaboration with various teams to optimize sales and ensure compliance within the financial sector.

Skills & Requirements

Must-have

  • customer relationship management
  • financial product sales
  • mortgage transaction structure
  • risk analysis
  • lead generation activities

Nice-to-have

  • strong negotiation skills
  • ethical judgment
  • team support and training

Key Requirements

  • 0-2 years of relevant experience
  • Bachelor's degree or equivalent experience
  • Familiarity with financial regulations
  • PC and Office suite proficiency

Work Rights

Not specified

Tailored Resume

Cover Letter