Doradca_czyni Klienta Biznesowego
Core
Business advisor for SME clients, building long-term relationships and presenting comprehensive financial solutions.
Role type
Senior Business Advisor (SME)
Builds
Financial portfolios for small and medium-sized enterprises
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Active client acquisition, financial product knowledge, negotiation, relationship building, sales target achievement
Preferred skills
Experience in financial institutions, driving license category B, understanding client needs
Technologies
None stated
Responsibilities
Develop client portfolio through active acquisition of SMEs, build high-value portfolios, present financial solutions (financing, liquidity management, non-banking products), achieve sales targets in credits, leasing, factoring, cash management, collaborate with product experts and credit analysts