MEX Ejecutivo Mediana Empresa
Country: Mexico
1.Know and manage their client portfolio, maintaining a close relationship with their main clients.
2.Advise, promote and encourage, among their portfolio and new prospects, the contracting of different deposit products, investment instruments and transactional products focused on their specific needs.
3.Plan and achieve the attainment of goals in an orderly manner through an appropriate institutional work methodology.
4.Monitor variations in deposits, credit and transactionality of clients assigned to their portfolio, so that in case of a significant variation it is addressed and the business returns to normal.
5.Supervise the timely update and maintenance of their clients' credit lines, with monthly and advance review of lines close to expiration, helping to keep their client portfolio healthy.
6.Represent at the RONES viable credit operations for both new clients and prospects, considering an integral business plan. Maintain a weekly Pipeline of operations.
7.Stay up to date on new market trends and competition, in order to recommend the best business alternatives to their clients.
8.Schedule and ensure compliance with all training plans attributable to their position.
