Kundenberater (d/m/w), Regionales Beratungscenter München
Core
Telephone and video-based financial advisor selling securities products up to risk class 4 and cross-selling to demanding customer groups.
Role type
Senior IC financial sales consultant (telephony/video)
Builds
Financial service products and securities offerings for retail customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Securities product knowledge, sales techniques, customer relationship management, regulatory compliance (EU VRR), business acumen, PC proficiency
Preferred skills
Commercial training background, cross-selling ability, analytical thinking, high motivation
Technologies
PC, proprietary banking systems