Banquero/A Patrimonial

Field Sales Intmd Officer

The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and 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 a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets.
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs.
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities, including legal, corporate, and regulatory.
• Ensure adherence to operational controls, incl...