Ejecutivo/a de ventas telefónicas (León, Guanajuato)
Core
Telephonic sales and customer retention specialist advising preferred clients on financial needs and banking products.
Role type
Senior IC sales advisor (telephonic)
Builds
Financial products (investment funds, credit cards, consumer loans, insurance, auto loans, mortgages) and credit recovery
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
telephonic sales, customer retention, financial product knowledge, client profiling, credit recovery, CRM management
Responsibilities
Advise preferred clients via phone on financial needs and banking strategies; Place financial products including investment funds, credit cards, consumer loans, insurance, auto and mortgage loans; Contact and retain preferred clients to increase loyalty; Profile and prospect to identify suitable financial products; Update client files; Manage timely recovery of contracted credits