Conseiller clientèle – Regroupement de Crédit H/F
Core
A commercial advisor specializing in debt consolidation, managing client portfolios remotely via phone to analyze financial situations and propose financing solutions.
Role type
Senior IC commercial advisor (debt consolidation)
Builds
Debt 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
Preferred skills
Experience in banking/finance/insurance, persuasion, target achievement
Technologies
CRM systems, digital channels, financial analysis tools
Responsibilities
Receive and analyze client requests via phone, identify financial needs and projects, present tailored debt consolidation solutions, collect financial documentation, analyze and draft client project reports, create financing plans, follow up on commercial portfolios, coordinate with banking partners, achieve sales targets
Seniority
Mid-level, hands-on IC
