Business Executive

Responsibilities

• Prospect and manage the SME client portfolio in the Toluca area (Estado de México)
• Attract new qualified clients and generate new business opportunities
• Manage the sales pipeline and monitor overdue accounts
• Prepare and follow up on client documentation and files
• Present client cases to the credit committee in collaboration with the Credit team
• Ensure post-sale follow-up to verify correct payment application

Requirements

• Degree (completed or in progress) in economic-administrative areas
• 2+ years of experience in banking or finance, specifically selling products to SMEs
• Knowledge of funding processes and requirements for clients
• Ability to detect business opportunities and build strategic relationships
• Proactive attitude with a strong focus on results and innovation

Benefits

• Competitive salary based on profile
• Benefits superior to those required by law
• Opportunity to work in an innovative and inclusive culture

About the Company

Covalto is a leading digital banking and financial services platform for SMEs in Mexico, driving business growth through cutting-edge technology and innovative solutions.