GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PREMIER - CONTRIBUIDOR INDIVIDUA at CAIXABANK S.A.

Murcia, Region of Murcia, Spain -

Full Time

Start Date

Immediate

Expiry Date

06 Sep, 26

Salary

0.0

Posted On

08 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Digital Sales, Customer Relationship Management, Credit Risk Analysis, Digital Onboarding, Financial Consulting, NPL Management, Multichannel Customer Service, Commercial Planning, Private Banking Products, MIFID Certification, LCCI Certification, IDD Certification, Digital Transformation, Commercial Systems, Risk Monitoring

Industry

Banking

Description

Which projects do we work on? The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of interlocation through the digital channels available to them, and offering them the products most suited to each of them, with the aim of contributing to achieving the challenges established for its centre. The responsibilities that you will assume in the position are: Manage the assigned customer portfolio. Analysing the result of the commercial activity within the portfolio Promoting digital transformation by encouraging the use of the Bank's digital tools and app. Organise the operational and administrative activities of the portfolio. Collaborate with the manager in the analysis and monitoring of the evolution of the risk of the customers of its portfolio. Monitor the performance of the balance sheet and the income statement of its portfolio. Minimum requirements Experience and skills in the commercial management of customer portfolios. MIFID, LCCI and IDD Certification required Knowledge of model A and Premier banking protocol. Other requirements: Control and monitoring of Operational Management. Knowledge of Commercial Systems. Knowledge of products marketed in the private banking sector. Knowledge and management of NPLs. Innovation and openness to change. What do we offer? Job profile Figure of specialized manager who is responsible for meeting the needs of customers through remote channels, relying on the technological capabilities of the entity. They provide specialized advice on products and manage contracting digitally. Skills H COMMERCIAL SYSTEMATICSH CUSTOMER RELATIONSHIP MODELH PREMIER BANKING PRODUCTS AND SERVICESH PRODUCT COMBINATION-BASED SALESH COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIOH CLOSING DIGITAL SALESS.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITYS.1.4 ALLIANCES – COMMUNICATIONH CREDIT RISKH DIGITAL CUSTOMER ONBOARDING AND ENROLLMENTS.1.3 ALLIANCES – INFLUENCEH PROCESS FOR PRIORITIZING AND PLANNING COMMERCIAL CONTACTSS.1.2 ALLIANCES – CUSTOMER ORIENTATIONS.2.1 HUMANISM – COMMUNICATION AND EMPATHYS.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIPH CONSULTINGH MULTICHANNEL AND DIGITAL CUSTOMER SERVICES.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENTS.3.1 EMPOWEREMENT – FOCUS ON RESULTSS.5.1 DIVERSITY – PROMOTING DIVERSITYH ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIESH COMMERCIAL TOOLS

Responsibilities

Manage and monitor a portfolio of Premier Banking customers through digital channels to identify sales opportunities and offer suitable products. Responsibilities include promoting digital transformation, managing administrative activities, and monitoring the financial performance and risk of the assigned portfolio.