EJECUTIVO NEGOCIOS I PER
Core
Manage a portfolio of small and medium-sized business clients (PYMES) and individuals with business activities, focusing on increasing engagement, profitability, and capturing new potential clients through planned visits and structured actions.
Role type
Senior Business Executive (Corporate Banking)
Builds
Personalized banking products, credit lines, and financial solutions for assigned client segments
Domain
Banking / Corporate Finance
Required skills
Client portfolio management, business development, credit evaluation, risk management, regulatory compliance (AML), proposal development, relationship management
Preferred skills
Sales of insurance products, digital migration support, data analysis
Technologies
CRM tools, banking software platforms, credit simulation tools
Responsibilities
Conduct planned and structured visits to detect client needs and propose solutions; Evaluate and analyze credit operations (loans, credit cards, letters of credit) for approval; Monitor and manage live and past-due risk for the client portfolio; Maintain and update high-quality client database and files; Coordinate with office managers on external management activities and monthly management plans; Handle client complaints and incidents with agility; Manage the sale of insurance products; Process deactivation of limits and blocks after validating client powers and signatures.
Seniority
Senior, hands-on IC