




Job Summary: We are seeking a professional to prospect customers, conduct initial interviews, present product portfolios, and support credit approvals. Key Responsibilities: 1. Prospecting and managing customer portfolios through various platforms 2. Assessing customer viability and presenting products 3. Supporting the credit approval process and validating information Prospect new customers via LinkedIn, directories, existing customer portfolios, Facebook, and broker websites. Conduct the first interview to preliminarily determine whether the prospect is viable for the organization. Present customers with the available product portfolio according to their needs. Support on-site customer visits for requested credit approval. Prepare on-site visit reports for viable customers. Request and validate customers’ financial information along with their CIEC CLABE. Cross-check required documents against those stipulated in the credit manual. Review customer data to assess transaction viability; if viable, request the customer’s quotation and submission of documentation. -Requirements- Minimum Education: Higher Education – Specialization 3 years of experience Age: between 25 and 50 years Knowledge: Advisory capability, Manual dexterity, Customer portfolio management, Quotations, Operations, Organization, Customer prospecting, Reporting, Intangible sales People with disabilities: Yes Keywords: director, management, governance, regency, executive, managing, ejecutivo, senior, sr, salesman, saleswoman, seller, vendedor, comercial, salesperson
