Ejecutivo Select

Santander UK

Los Mochis, Mexico
On-site
Grow and link client portfolio
Manage current client portfolio
Attract new clients and volumes
Santander UK is seeking an Ejecutivo Select in Los Mochis, Mexico, responsible for managing client portfolios through a range of financial products, including credits, investments, and insurance. The role requires proactive engagement with clients and prospects to achieve commercial objectives while ensuring compliance with operational regulations

Job Summary

  • Grow and link the client portfolio through the management of value products: credits, investments, insurance, and commercial levers.
  • Manage the current client portfolio, focusing on attracting higher volumes of deposits and new clients.
  • Provide differentiated service to Select clients, managing product requests, complaints, and clarifications.

Matching Summary

Match Score: 85

Santander UK is seeking an Ejecutivo Select in Los Mochis, Mexico, responsible for managing client portfolios through a range of financial products, including credits, investments, and insurance. The role requires proactive engagement with clients and prospects to achieve commercial objectives while ensuring compliance with operational regulations.

Skills & Requirements

Must-have

  • Grow and link client portfolio
  • Manage current client portfolio
  • Attract new clients and volumes
  • Plan weekly activities for daily management
  • Execute effective calls and visits
  • Provide differentiated customer service
  • Master commercial tools and follow-up

Nice-to-have

  • Knowledge of client portfolio
  • Proactive risk management
  • Adherence to operational regulations

Key Requirements

  • 1 year of portfolio knowledge
  • Compliance with commercial rhythms
  • Correctly fill out contracts and UPLD formats
  • Adherence to operational regulations

Work Rights

Not specified

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