Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross‑selling, attracting new customers and retaining current customers of the portfolio.
Link existing clients by performing needs detection to achieve a greater Customer‑Bank relationship.
Offer a high value service.
Provide comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the first option for all products that the client can acquire.
Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
Address deviations and action plans, communicating effectively with the immediate supervisor.
Comply with the controls and regulations established by the institution.
Visit clients to understand op...
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