Sales of credit, investment, and insurance products
Risk management and compliance adherence
The role focuses on developing high-rental clients by ensuring a differentiated experience with products and services to build trust and loyalty
Job Summary
The role focuses on developing high-rental clients by ensuring a differentiated experience with products and services to build trust and loyalty.
Responsibilities include growing and protecting assigned portfolios through the strategic sale of credits, investments, insurance, and commercial leverage tools.
Candidates must execute daily calls and visits to prospects and current clients while adhering to strict operational regulations and risk models.
Matching Summary
The role focuses on developing high-rental clients by ensuring a differentiated experience with products and services to build trust and loyalty.
Skills & Requirements
Must-have
Portfolio management for top-tier clients
Sales of credit, investment, and insurance products