Asesor Financiero Lunes a Viernes
Core
Provide personalized financial advice and execute customer retention strategies for a financial institution serving millions of clients in Mexico.
Role type
Financial Advisor (Sales & Customer Retention)
Builds
Customer retention strategies and personalized financial solutions
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Financial sales experience, customer service, commercial approach, clear communication, leadership, result orientation
Preferred skills
Ability to conduct home or workplace visits
Technologies
None stated
Responsibilities
Provide personalized financial advice to clients, design and execute customer retention strategies, maintain long-term client relationships through effective communication, conduct targeted visits to client homes or workplaces
Seniority
Entry to Mid-level
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