HSBC | Retail Business Banking

hace 10 horas


distrito federal, México HSBC A tiempo completo

Propósito del puesto:

Atención a clientes (Personas Físicas con Actividad Empresarial (PFAE) y Persona Moral) vía telefónica, cumpliendo con las metas establecidas y con la responsabilidad de mantener, gestionar y acrecentar la cartera de clientes PyME en Sinergia con los Gerentes y Ejecutivos de sucursal.

Principales responsabilidades:

  • Es responsable de mantener la cartera de clientes de su portafolio, así como la de atraer nuevos clientes a través de la generación exitosa de referidos.
  • Brindar atención telefónica utilizando las diferentes herramientas que el banco pone a su alcance para atender las necesidades de sus clientes.
  • Asesorar a sus clientes, con respecto a sus necesidades financieras.
  • Garantizar la excelencia del servicio en todo momento, de todos los aspectos
  • Rentabilizar y potencializar las relaciones existentes, ayudando en la entrega de soluciones integrales, productos y servicios adecuados para satisfacer las necesidades del cliente y mejorar la experiencia del cliente hacia HSBC.
  • Adoptar un enfoque proactivo para apoyar en la planificación del cliente colaborando eficazmente con productos y sinergias con otros colegas de HSBC para evaluar las necesidades de los clientes entregar las soluciones más adecuadas.
  • Trabajar generando sinergia con colegas de toda la red de HSBC para ofrecer los más altos estándares y una excepcional calidad de servicio
  • Seguimiento y atención oportuna a inconformidades, quejas o molestias de los clientes manteniendo un NPS de alta calidad
  • Mejorar la imagen del Banco en el mercado para construir relaciones clave con terceros, y en conjunto con la dirección, establecer relaciones sólidas con HSBC clientes / prospectos y contadores / abogados, asesores, etc.
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