GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL

GESTOR/A BANCA PERSONAL sought to deliver personalized financial guidance and optimize customer outcomes. Responsibilities include marketing banking products and services to meet targets, improving customer service through greater contactability and channel adaptation, proactively anticipating current and future customer needs, and collaborating as a team to achieve common goals. The role emphasizes relationship-based sales, loyalty-building through informed product combinations, knowledge of banking/financial products, compliance with regulations, and a customer-centric approach across all interactions. Key skills include customer service quality, commercial systems, customer relationship management, closing sales and negotiation, portfolio management, alliances and collaboration, leadership and empathy, risk and securities policies, financial literacy, and the ability to offer high-quality financial advice while promoting diverse, compliant practices.