Financial Solutions Executive

Description

**Mission or Objective:** ---------------------- Propose financial solutions that satisfy clients (legal or natural persons, as applicable) based on commercial opportunities, effectively closing transactions through referrals to maximize the value of each client and contribute to business profitability. **Function \- Responsibility:** ------------------------------- 1\.\- Address new business opportunities by evaluating potential group customers to identify their needs and support business development (40%) 2\.\- Manage and strengthen relationships with existing customers to optimize credit lines and promote new financial transactions (20%) 3\.\- Compile and structure credit operations submitted to the committee to secure approval (20%) 4\.\- Keep the credit process updated in CRM to ensure information is stored and available when required by the sales team or stakeholders (10%) 5\.\- Implement post-sales follow-up actions for assigned accounts, ensuring portfolio financial health to maintain Solvimás profitability (10%)**Education:** ---------------- High school diploma or equivalent (completed with certificate)**Language:** ----------- **Tool Proficiency:** --------------------------- Basic Excel Basic Google Tools**Academic Knowledge \- Certifications:** ------------------------------------------------ * Credit and Leasing * Business Management * Consultative Sales**Experience and Applicable Responsibilities:** ----------------------------------------------------- * Sales to legal or natural persons (as applicable) * Collections management * Customer service for legal or natural persons (as applicable) * CRM management (Freshsales, Hubspot, Salesforce) **Areas or Experience in:** --------------------------- *Account Executive / Commercial Executive:* * Corporate Account Executive (SMEs, banks, SOFOMES, or leasing companies) * Sales to corporate clients or natural persons (as applicable) * Financial sector **No official validity** -----------------------