Gestor de Cuentas Corporativas | Crecimiento y Alianzas

Placements24; Toluca; Hybrid; MXN 600,000 - 900,000; Full time

Job summary

Placements24 in Toluca, Mexico is seeking a Corporate Account Management Specialist to lead key corporate client relationships, tailor financial solutions, and drive value across the portfolio.

You will coordinate with product, credit, and operations, conduct strategic reviews, present proposals and analyses, and stay ahead of market trends to ensure client satisfaction and long-term growth.

Qualifications

• 5+ years in corporate banking, account management, or similar client-facing role.
• Proven ability to manage large, complex client portfolios and drive revenue growth.
• Excellent negotiation, communication, and presentation skills.
• Strong financial acumen and understanding of financial products and markets.

Responsibilities

• Develop and maintain strong, long-term relationships with a portfolio of corporate clients.
• Understand clients' financial goals and provide tailored solutions and recommendations.
• Identify and pursue opportunities for upselling and cross-selling financial products and services.
• Conduct regular performance reviews and strategic planning sessions with clients.
• Act as the primary point of contact for all client inquiries and issues.
• Collaborate with internal teams to ensure seamless service delivery.
• Monitor market trends and competitor activities to provide strategic advice to clients.
• Ensure client satisfaction and retention through proactive engagement and exceptional service.
• Prepare and present proposals, financial analyses, and performance reports to clients.
• Stay informed about regulatory changes impacting the financial services industry.

Skills

Negotiation

Communication

Presentation skills

Relationship building

Strategic thinking

Proactive/results-oriented

Education

Bachelor's degree in Finance/Business Administration/Economics

MBA (preferred)

Tools

CRM software

Financial modeling tools

Job description

Placements24 in Toluca, Mexico is seeking a Corporate Account Management Specialist to lead key corporate client relationships, tailor financial solutions, and drive value across the portfolio.

You will coordinate with product, credit, and operations, conduct strategic reviews, present proposals and analyses, and stay ahead of market trends to ensure client satisfaction and long-term growth.