MEX Ejecutivo Cta. Pyme
Core
Account executive for SMEs (PyME) responsible for managing and developing a client portfolio, offering financial products, and providing personalized financial advice.
Role type
Senior IC account executive (SME banking)
Builds
Financial products and services for small and medium-sized enterprises
Domain
Retail & Commercial Banking
Deliverable
product features
Required skills
Credit analysis, Financial analysis, Accounting knowledge, Sales techniques, Project administration
Preferred skills
None stated
Technologies
None stated
Responsibilities
Manage and develop an SME client portfolio, Identify business opportunities and offer financial products, Conduct prospecting and onboarding of new clients, Provide personalized financial advice, Evaluate credit requests and ensure compliance with risk policies, Collaborate with internal areas (risk, operations, treasury, insurance), Monitor commercial indicators and customer satisfaction
Seniority
Mid-level, hands-on IC