The retention advisor is an entry level position at Afore Banamex responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
**Responsibilities**:
- Proactively approach Afore Banamex clients to establish real needs, understand the client and their requirements, and interest them in Banamex’s products.
- Provide advice and product information to Afore Banamex clients as appropriate, outlining features and benefits.
- Build and maintain new and existing customer relationships.
- Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers.
- Achieve or exceed decided ...