Banca Integral: Ejecutivo de Ventas y Fidelización

Banamex; San Luis Potosí; On-site; MXN 90,000 - 120,000; Full time

Job summary

Banamex is seeking an entry-level Branch Personal Executive to support sales and customer service activities in coordination with the customer service team. The role aims to build customer loyalty and drive sales of financial products to individual clients.

You will attract new customers, promote products, visit clients, and ensure excellent customer experience while following risk and compliance guidelines. This is a full-time position located in Mexico.

Qualifications

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Clear and concise written and verbal communication skills.

Responsibilities

• Attract and retain new customers and sell financial products.
• Promote and sell financial products such as accounts, credit cards, insurance, personal loans, investments; achieve monthly sales goals.
• Complete branch sales and/or visit clients and previously prospected customers for sales.
• Complete customer retention.
• Select the best course of action from defined options and understand consequences.
• Fulfilling clients’ necessities while providing an exceptional client experience and measurable by metrics.
• Appropriately assess risk in business decisions, safeguard Citi’s reputation, and escalate/report control issues with transparency.

Skills

Sales experience

Customer service

Communication skills

Education

High School diploma

Job description

Banamex is seeking an entry-level Branch Personal Executive to support sales and customer service activities in coordination with the customer service team. The role aims to build customer loyalty and drive sales of financial products to individual clients.

You will attract new customers, promote products, visit clients, and ensure excellent customer experience while following risk and compliance guidelines. This is a full-time position located in Mexico.