Ejecutivo/a Ventas Telefónicas (Monterrey Nuevo León)
Core
Contact and attract preferred segment customers via phone calls to promote and advise on banking products and services, aiming to retain the client portfolio.
Role type
Senior Sales Executive (Telemarketing)
Builds
Banking products and services for preferred customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Telemarketing, Financial product knowledge, Customer retention, Portfolio management, Credit recovery, Prospecting
Responsibilities
Advise preferred customers on financial needs and banking strategies via phone calls, Place financial products (investment funds, credit cards, consumer credit, insurance, auto and mortgage loans), Contact and retain preferred customers to increase loyalty, Manage and update client files, Recover contracted credits from customers.