Ejecutivo Cta. B
Core
Financial advisor role focused on understanding client needs and selling financial products like accounts, deposits, insurance, and loans.
Role type
Retail banking sales executive
Builds
Financial products and services for retail and commercial clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial product knowledge, sales techniques, active listening, persuasion, goal achievement, client relationship building
Responsibilities
Advise clients on financial products, prospect new clients, meet sales targets, build long-term client relationships