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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling financial products and providing high-value advice to SME clients, while ensuring compliance with regulations and achieving sales goals through effective communication and relationship management.
Highest-signal resume keywords
Financial Product SalesClient Relationship ManagementSales TechniquesCompliance with RegulationsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Products KnowledgeSales TechniquesPortfolio Growth StrategiesCross-SellingCustomer AcquisitionCustomer RetentionBusiness Risk AssessmentAction Plan ImplementationNPS Goal Achievement
Soft Skills
Excellent CommunicationObjection ManagementSound Ethical Judgment
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
SME ClientsCustomer-Bank RelationshipFranchise CampaignsService ImprovementsInstitutional Controls
About the role
Key responsibilities & impact- Attract, maintain, retain and grow relationships with SME clients in the assigned portfolio
- Offer high-value advice on segment products and provide comprehensive advice to SME clients
- Ensure sales goals including portfolio growth, cross-selling, new customer acquisition and customer retention
- Detect client needs to strengthen the Customer-Bank relationship
- Execute franchise campaigns, strategies and agreed action plans to drive sales growth
- Escalate deviations, action plans, service improvements and control issues to the appropriate coordinator or manager
- Comply with institutional controls and regulations
- Visit clients to identify improvement opportunities and develop plans aligned with customer expectations
- Implement action plans to achieve NPS goals and ensure an exceptional client experience
- Assess business risk while safeguarding the firm, clients and assets
Requirements
What you’ll need- Previous experience in selling financial products
- Knowledge of financial products, especially credit to companies, and sales techniques
- Excellent communication skills and objection management with customers to achieve effective sales
- Bachelor’s/University degree or equivalent experience
- Compliance with applicable laws, rules and regulations
- Sound ethical judgment regarding personal behavior, conduct and business practices
Benefits
Comp & perks- Equal opportunity employment
- Reasonable accommodation for persons with disabilities