What You'll Do
Manage and link the client portfolio through value product management including credits, investments, and insurance. Plan weekly activities for daily management according to commercial definitions, ensuring client contact and achieving objectives. Execute daily calls and visits to prospects and current clients, ensuring knowledge of the portfolio over time.
What We're Looking For
Experience in managing client portfolios and financial products. Strong understanding of commercial tools and client advisory. Ability to fill contracts accurately and manage client documentation.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Spanish
Employment Type
Full-time
Work Mode
On-site