Conseiller clientèle – Regroupement de Crédit H/F
Core
Commercial advisor for credit consolidation, managing client portfolios remotely via phone to assess financial situations and propose financing solutions.
Role type
Senior IC commercial advisor (credit consolidation)
Builds
Credit consolidation financing solutions for individual clients
Domain
Financial services / Credit / Insurance
Deliverable
client delivery
Required skills
Commercial sales, financial analysis, client relationship management, phone communication, portfolio management, document analysis, negotiation, goal achievement
Preferred skills
Experience in banking/finance/insurance sales, ability to convince and build trust, persistence in follow-ups
Responsibilities
Receive and analyze client needs via phone calls, identify financial situations and projects, present tailored credit consolidation solutions, collect financial documentation, analyze and draft project reports, create financing plans, manage commercial portfolio and follow-ups, coordinate with banking partners, achieve sales targets