Description
Job Summary:
You will provide personalized service to assigned portfolios to deliver an outstanding experience, building relationships and managing sales and service campaigns.
Key Highlights:
1. Opportunities for development and continuous learning
2. Being part of the acceleration of digital transformation
3. You will build relationships and manage campaigns
**Your primary objective will be:**
To deliver personalized and convenient service to meet all needs of assigned portfolios, thereby creating an INcredible experience.
**How will you achieve this?**
* You will build relationships (effective contact) with your temporarily assigned portfolio in accordance with service protocols.
* You will continuously monitor the potential and opportunities within your temporarily assigned portfolio (assets and liabilities), recording all interactions and relevant information in the corresponding applications for portfolio management and customer knowledge.
* You will fully manage sales and service campaigns for your temporarily assigned portfolios or for leads prioritized by your supervisor on the commercial platform, sending personalized communications to customers via e\-mail and maintaining ongoing follow\-up through the same channel, as well as via telephone and virtual channels such as WhatsApp. This may include direct sales or appropriate referral to the portfolio executive responsible for the customer.
* You will advise portfolio customers on products that meet their needs, selling them products aligned with their profile to increase cross\-sell and balances at IBK.
* You will onboard and retain customers from your temporarily assigned portfolios who are at risk of churn.
* You will coordinate with various company departments (Risk, Products, Branches, Segments, Operations) regarding requests submitted by customers from your temporarily assigned portfolios.
**What do we require from you?**
* Technical graduate or university student (currently in the 7th semester or later) in Administration, Finance, Accounting, Economics, or Engineering.
* Two years of experience in Banking, AFPs, Insurance, or Telecommunications.
* Knowledge of customer management (commercial, service), portfolio management, basic finance, and negotiation techniques.
**What do we offer you at Interbank?**
* The opportunity to be part of the digital transformation acceleration of one of Peru’s most important companies.
* Opportunities for development and continuous learning.
*At Interbank, we are committed to equal opportunity. All applicants will be considered without regard to ethnic origin, gender, age, marital status, sexual orientation, religion, disability, nationality, or economic condition*