Kundenberater (d/m/w), Regionales Beratungscenter Mannheim
Core
Telefon- und Videoberatung von Finanzdienstleistungen und Wertpapierprodukten (bis Risikoklasse 4) an anspruchsvolle Kundengruppen mit Fokus auf Cross-Selling und Kundenbeziehungsmanagement.
Role type
Senior sales consultant (financial services)
Builds
Financial products and securities portfolios for retail customers
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial product knowledge, sales techniques, customer relationship management, regulatory compliance, business acumen, PC proficiency
Preferred skills
Experience in sales, ability to learn proprietary systems, analytical thinking, high motivation
Technologies
PC, proprietary banking systems