Financial Advisor

Description

Job Summary: Advise customers on Banco Azteca's products, services, and credit offerings, promoting cross-selling and facilitating credit placement. Key Highlights: 1. Comprehensive advisory services on banking products. 2. Promotion of cross-selling and credit placement. 3. Execution of affiliations and payroll portability. Main Responsibilities: Advise customers on the various credit products, savings, investment, and insurance offerings provided by Banco Azteca, promoting cross-selling. Advise customers on the benefits and responsibilities associated with credit, identifying their needs to facilitate new credit placements. Payroll portability AFORE affiliations Cambacear: promoting products outside the point of sale. Make outbound calls for payroll and pensioner credit placement. Process credit applications with quality to prevent payment delays and fraud generation.-Requirements- Minimum Education: Upper secondary education – General Baccalaureate 1 year of experience Keywords: advisor, asesor, financial