Ejecutivo de Negocios Banca Mas

About the role

The Business Executive for Banca Mas will manage a portfolio of passive banking products, advise clients, and drive cross‑selling of both passive and active financial solutions. The role aims to increase the number of customers through proactive prospecting, referrals, and opening new accounts while maintaining high client satisfaction and portfolio growth.

Key responsibilities

• Administer the assigned portfolio of passive products and ensure proper client coverage.
• Provide advisory services and execute cross‑selling of passive and active banking products.
• Increase client numbers by prospecting, leveraging referrals, and onboarding new customers.
• Conduct client training, foster loyalty, and nurture portfolio development.
• Achieve portfolio growth targets in line with established KPIs.

Required profile

• Experience in banking or financial services with a focus on product sales.
• Strong client relationship management and acquisition skills.
• Ability to meet or exceed quantitative performance indicators.
• Excellent communication and advisory capabilities.

Required skills