Ekspert / Ekspertka w Sieci Sprzedaży
Core
Diagnosing client needs and actively acquiring and retaining customers for a Polish bank, serving retail and small/medium enterprise clients.
Role type
Senior sales expert (financial services)
Builds
Bank products and investment funds for retail and SME clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
3+ years in financial sales/customer service, knowledge of bank products and investment funds, needs analysis, appointment setting, goal orientation
Preferred skills
Openness to people, relationship building
Responsibilities
Diagnose client needs and expectations, actively acquire clients, maintain positive client relationships, achieve sales targets, shape positive bank image through service quality, operational handling of retail and SME clients
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