Banquero Select
Core
Manage and grow high-value client portfolios (Select) by selling financial products including credits, investments, and insurance, while ensuring collection and risk management.
Role type
Senior Relationship Manager (Banking)
Builds
Client portfolios and financial product sales
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, sales techniques, risk assessment, contract management, regulatory compliance, customer acquisition, collections management, financial product knowledge
Preferred skills
cross-selling strategies, client retention, preventive risk monitoring
Technologies
Opics, UPLD formats
Responsibilities
Manage assigned portfolios of Select clients focusing on attracting higher deposit volumes; execute daily calls and visits to prospects and current clients; provide differentiated branch service for product requests and complaints; complete account opening contracts and documentation; monitor client portfolios for payment risks and manage collections; ensure compliance with institutional operational norms and investment commercialization models.