Originador LMM Coahuila
On-siteCoahuila, Estado de Yucatán, Mexico
Job Summary
Develop and manage a client portfolio through prospecting and account growth within the PyME segment. Plan and execute territory strategies to ensure effective market coverage, identifying and selecting business opportunities aligned with commercial strategy. Conduct cold calls, commercial follow-ups, and CRM updates to generate appointments, preparing meetings to understand client needs and detect opportunities. Prepare and present commercial quotes and proposals with close follow-up, coordinating with internal areas for validation and operation closure. Ensure operation completion by meeting all requirements and documentation needs.
Required Qualifications
- Experience in the lending and leasing industry
- Experience in the business credit sector
- Experience in the SME (PyME) segment
- Ability to generate business volume (origination)
- Ability to identify and develop new opportunities with current and prospective clients
- Ability to plan and execute territory strategies
- Ability to make cold calls
- Ability to conduct commercial follow-up
- Ability to update CRM
- Ability to prepare commercial quotes and proposals
- Ability to coordinate with internal areas (Risk, Legal, Insurance, etc.)
- Ability to ensure operation closure
- Knowledge of company financial solutions and risk appetite
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