Manage the current and potential client portfolio through commercial actions or planned visits to detect needs, advance proposals, and provide advice to help form, grow, and preserve their assets
Job Summary
Manage the current and potential client portfolio through commercial actions or planned visits to detect needs, advance proposals, and provide advice to help form, grow, and preserve their assets.
Increase the number of clients in the portfolio through efficient management of potential clients, planning visits, and utilizing current tools.
Provide comprehensive advice to the client, maintaining a permanent attitude towards quality of service with optimal times, incorporating them into alternative channels to carry out their operations.
Matching Summary
Manage the current and potential client portfolio through commercial actions or planned visits to detect needs, advance proposals, and provide advice to help form, grow, and preserve their assets.