Customer Relationship Manager - Mortgage Services - Remote

Overview

ComparaJá.pt is one of the most innovative fintechs globally, providing an online platform for comparing and analyzing financial products and services, helping users save time and money.

In Short

• Establish trust with clients.
• Explain ComparaJá's services and their advantages.
• Analyze documentation and assess financial viability.
• Gather suitable proposals from banks for clients.
• Present proposals and guide clients to the best solutions.
• Manage client processes until completion.
• Maintain an organized client portfolio.
• Stay updated on banking products.
• Cross-sell other company products.

Requirements

• Excellent communication and objection handling skills.
• Interpersonal skills with clients and colleagues.
• Self-motivated and results-oriented.
• High sense of responsibility.
• Confidence, assertiveness, adaptability, resilience, and proactivity.
• Experience in sales.
• Experience in mortgage credit.

Benefits

• Initial training.
• Mortgage intermediation course.
• Direct employment contract with the company.
• Health insurance.
• Base salary + meal allowance + appealing monthly bonus.
• Career plan with internal growth opportunities.