Ejecutivo Select

Jessander

Mexico
Manage client portfolio growth
Execute daily sales calls and visits
Sell credit investment insurance products
The role focuses on growing the client portfolio by managing value-added products such as credits, investments, and insurance

Job Summary

  • The role focuses on growing the client portfolio by managing value-added products such as credits, investments, and insurance.
  • Candidates must plan weekly activities to ensure effective daily contact with prospects and current clients while meeting commercial targets.
  • The position requires strict adherence to operational norms regarding account opening, client knowledge, and reporting relevant operations.

Matching Summary

The role focuses on growing the client portfolio by managing value-added products such as credits, investments, and insurance.

Skills & Requirements

Must-have

  • manage client portfolio growth
  • execute daily sales calls and visits
  • sell credit investment insurance products
  • comply with operational regulations
  • preventive risk follow-up on clients

Nice-to-have

  • strong commercial planning skills
  • excellent customer service attitude
  • knowledge of SME synergy products

Key Requirements

  • experience in banking sales
  • ability to manage collections
  • knowledge of Opics system

Work Rights

Not specified

Tailored Resume

Cover Letter