Uruapan banking associate
the key role of a professional in this position requires the ability to analyze, evaluate and monitor data. The ideal candidate should be able to identify policy gaps, formulate policies, interpret data and make recommendations, research and interpret factual information, and identify inconsistencies in data or results.
key responsibilities:
* client engagement: review customer needs and asset allocation, engage with the customer to validate the understanding of their requirements.
* product penetration: identify potential customers who can be sold tailored products to enhance product penetration.
* relationship management: ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
* customer acquisition: acquire new customers through converting referral leads.
required skills and qualifications:
* 0-2 years relevant experience.
* ability to manage internal and external relationships; ability to multi-task.
* mandatory certifications as required for selling financial products.