MEX Banquero Select
Core
Manage and grow high-value client portfolios (Select) by selling financial products including loans, investments, and insurance, while ensuring portfolio retention and acquisition of new deposits.
Role type
Senior Relationship Manager (Retail & Commercial Banking)
Builds
Financial products and services for high-net-worth individuals and small businesses
Domain
Retail & Commercial Banking
Required skills
Client relationship management, Financial product knowledge, Sales and prospecting, Portfolio management, Negotiation, Time management
Preferred skills
AMIB certification
Technologies
CRM systems, Banking platforms
Responsibilities
Plan weekly commercial activities to meet sales targets, Execute daily calls and visits to prospects and existing clients, Provide differentiated in-branch service to Select clients including handling complaints and product requests.
