Financial Advisor

Description

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