Banking Sales & Wealth Advisory Trainee

PowerToFly; San Luis Potosí; Presencial; MXN 450,000 - 631,000; Jornada completa

Descripción de la vacante

A financial institution is seeking a Product Sales Analyst in San Luis Potosí. The role includes market communication, customer guidance on financial products, and collaboration with branch managers to meet goals. Candidates should have a bachelor's degree and customer service experience. Key skills include effective communication and understanding of financial processes. This position requires a proactive approach to compliance and client relationship management.

Formación

• Strong communication skills to interact with clients and sales staff.
• Previous banking experience preferred.
• Ability to work with clients in a service-oriented manner.

Responsabilidades

• Communicate daily market updates and strategic plans.
• Provide guidance on financial products to customers.
• Drive bankers to meet team financial goals.

Conocimientos

Basic understanding of financial products

Customer service skills

Communication skills

Empathy

Ability to effectively engage

Educación

Bachelor’s/University degree or equivalent experience

Herramientas

Microsoft Office

PC skills

Descripción del empleo

A financial institution is seeking a Product Sales Analyst in San Luis Potosí. The role includes market communication, customer guidance on financial products, and collaboration with branch managers to meet goals. Candidates should have a bachelor's degree and customer service experience. Key skills include effective communication and understanding of financial processes. This position requires a proactive approach to compliance and client relationship management.