Select Client Executive

Description

Job Summary: Provide personalized and convenient service to meet all needs of the assigned portfolios, delivering an exceptional experience. Key Highlights: 1. Establish effective relationships with the assigned portfolio. 2. Advise clients and manage sales and service campaigns. 3. Opportunities for development and continuous learning. **Your primary objective will be:** To provide personalized and convenient service to meet all needs of the assigned portfolios, thereby delivering an EXCEPTIONAL experience **.** **How will you achieve this?** * You will establish relationships (effective contact) with the temporarily assigned portfolio in accordance with customer service protocols. * You will continuously monitor the potential and opportunities within the 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 the temporarily assigned portfolios or for leads prioritized by your supervisor on the commercial platform, sending personalized communications to clients via e\-mail and maintaining ongoing follow\-up through the same channel, as well as telephone and virtual channels such as WhatsApp. This may include direct sales or proper referral to the portfolio executive responsible for the client. * You will advise portfolio clients on products that may meet their needs, selling products aligned with their profile to increase cross\-sell and balances at IBK. * You will engage and retain portfolio clients who are at risk of attrition. * You will coordinate with various company departments (Risk, Products, Branches, Segments, Operations) regarding requests submitted by clients from the temporarily assigned portfolios. **What do we require from you?** * Technical graduate or university student (currently in the 7th semester or beyond) in Administration, Finance, Accounting, Economics, or Engineering. * Two years of experience in Banking, AFPs, Insurance, or Telecommunications. * Knowledge of client management (commercial and service), portfolio management, basic finance, and negotiation techniques. **What do we offer you at Interbank?** * The opportunity to contribute to 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.