




Job Summary: This role involves prospecting clients, conducting initial interviews, presenting product portfolios, supporting credit approvals, and validating financial information. Key Responsibilities: 1. Client prospecting and portfolio management 2. Portfolio presentation and financial validation 3. Support in credit approval and reporting Prospect new clients via LinkedIn, directories, existing client portfolios, Facebook, and broker websites. Conduct the first interview to preliminarily assess whether the client is viable for the organization. Present the available product portfolio to clients according to their needs. Support on-site client visits for requested credit approval. Prepare on-site visit reports for viable clients. Request and validate the client's financial information along with the CIEC CLABE. Cross-check required documents as stipulated in the credit manual. Review client data to assess transaction viability; if viable, request the client'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, Client portfolio, Quotations, Operations, Organization, Client prospecting, Reporting, Intangible sales People with disabilities: Yes Keywords: director, management, governance, regency, executive, managing, ejecutivo, senior, sr, salesman, saleswoman, seller, vendedor, comercial, salesperson
