Job Information
Job Description
Manage and develop its portfolio by maintaining regular contacts with loyal customers and prospecting for new customers;
2. Monitor the evolution of its portfolio and decide on the necessary commercial actions;
3. Implement an appropriate level of expertise in investments, services and investments; provide global banking and insurance solutions on a private and / or professional basis; know how to rely on business experts (wealth and social engineering, leasing, flows and insurance);
4. Negotiate and decide, as part of its delegation, the Customer conditions;
5. In terms of project financing, analyze the client’s profitability and study their solvency before negotiation and decision;
6. Act in conjunction with the various departments of the company to offer customers solutions adapted to their needs;
7. Ensure the assembly and technical monitoring of operations related to the products and services sold, manage after-sales service;
8.Follow the risks of your portfolio and make payment decisions
