Kundenberater (d/m/w), Regionales Beratungscenter München
Core
Telephone and video-based financial advisor selling securities products up to risk class 4 and cross-selling other financial services to demanding customer groups.
Role type
Senior IC financial sales consultant (telephony/video)
Builds
Financial service products and securities portfolios for retail customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Securities product knowledge, sales techniques, customer relationship management, regulatory compliance, business acumen, PC proficiency
Preferred skills
Commercial thinking, analytical reasoning, high motivation, team collaboration
Technologies
PC, proprietary banking systems, video consultation tools
Responsibilities
Consult and sell securities products via phone and video, build and develop long-term customer relationships, process assigned and self-initiated customer leads, ensure high service quality and meeting frequency, perform pre- and after-sales activities, collaborate with regional centers and other sales channels
Seniority
Mid-level, hands-on IC