Kundenberater (d/m/w), Regionales Beratungscenter Stuttgart
Core
Telefon- und Videoberatung von Finanzdienstleistungen und Wertpapierprodukten (bis Risikoklasse 4) an anspruchsvolle Kundengruppen.
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 experience, customer relationship management, regulatory compliance, business acumen, PC proficiency
Preferred skills
Cross-selling expertise, analytical thinking, high motivation, team collaboration
Technologies
PC and proprietary banking systems
Responsibilities
Consult and sell financial services via phone and video, build and develop long-term customer relationships, process assigned and self-initiated customer leads, ensure high service quality and meeting frequency, conduct pre- and after-sales activities, collaborate with regional centers and sales channels
Seniority
Mid-level, hands-on IC