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Client Relationship Representative – Field-Based
Viva Wallet. Promote the company services by visiting clients’ premises .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development within financial services, with a strong focus on client engagement, portfolio management, and the ability to effectively communicate product features. Proficient in utilizing CRM systems and managing diverse client relationships while maintaining organizational efficiency.
Highest-signal resume keywords
Business Development ExperienceFinancial Products KnowledgeCustomer Relationship Management (CRM)Negotiation SkillsFluency in English and Italian
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio Performance AnalysisClient Verification ProcessesProduct PresentationRegistration SupportComputer Literacy
Soft Skills
Organizational SkillsResiliencyObjection HandlingDiversity Management
Industry Keywords
Financial ServicesClient EngagementIn-Person SupportMarket AnalysisIndustry Events
About the role
Key responsibilities & impact- Promote the company services by visiting clients’ premises
- Assist merchants with verification and activation processes
- Monitor and analyze portfolio performance
- Provide in-person support and consultation for existing customers
- Engage in both system-scheduled and self-initiated activities
- Ensure new merchants in the assigned portfolio complete registration
- Support existing merchants in maintaining active usage
- Escalate issues by opening cases for problems beyond their resolution scope
- Present product features and benefits to clients in a compelling manner
- Travel to meet clients and attend industry events
Requirements
What you’ll need- 2+ years of experience in business development within a fast-paced environment preferably a financial services institution
- Understanding of financial products / services features and advantages
- Experience in working with Customer Relationship Management (CRM) systems
- Outstanding negotiation skills
- Strong organizational and diary management skills
- Resiliency and the ability to handle objections
- The ability to deal with a diverse client base
- Computer literacy & tech mindset
- Fluent in English and Italian
Benefits
Comp & perks- Permanent contract via an Employer of Record (EOR).
- An attractive performance-based bonus (linked to individual targets and boosted by collective goals).
- A comprehensive benefits package in addition to salary (Allowances, group medical plan coverage, etc).
- The opportunity to work with a highly motivated team in a dynamic, fast-paced environment.
- The opportunity to work at an international fintech company with strong cultural diversity.