Doradczyni / Doradca Klienta Indywidualnego
Core
Acquiring new individual clients and building long-term trusted relationships to sell banking and investment products.
Role type
Individual Client Advisor (Sales)
Builds
Banking and investment products for retail, SME, and agribusiness clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Active sales, client acquisition, relationship management, financial product knowledge, CRM management, compliance adherence
Preferred skills
Experience with affluent clients, self-planning, portfolio management
Technologies
CRM systems
Responsibilities
Prospecting new clients via active calling and referrals, conducting sales meetings, matching financial products to client needs, handling client complaints, updating client data in CRM, ensuring regulatory compliance
Seniority
Entry-level to Mid-level, individual contributor