Open Finance, a prominent player in the Polish financial services sector, offers various career opportunities, including the role of “Opiekun Klienta” (Client Advisor/Account Manager). This role is crucial for building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions.
The responsibilities of an Opiekun Klienta at Open Finance typically encompass:
- Client Acquisition: Identifying and attracting new clients through various channels, including networking, referrals, and marketing initiatives.
- Needs Analysis: Conducting thorough assessments of clients’ financial situations, goals, and risk tolerance to understand their needs and objectives.
- Product Recommendations: Presenting and explaining a range of financial products and services offered by Open Finance, such as mortgages, loans, insurance, and investments, matching them to individual client needs.
- Relationship Management: Building and maintaining strong, long-term relationships with clients, providing ongoing support, and addressing their inquiries and concerns.
- Sales and Negotiation: Effectively presenting product benefits, negotiating terms, and closing deals to meet sales targets.
- Market Knowledge: Staying up-to-date on market trends, competitor offerings, and regulatory changes to provide informed advice to clients.
- Compliance: Adhering to all relevant regulations and internal policies to ensure ethical and compliant sales practices.
Regarding salaries, the earnings for an Opiekun Klienta at Open Finance can vary based on several factors, including experience, performance, location (larger cities may offer higher pay), and the specific terms of employment. Generally, the compensation structure includes a base salary plus commission or bonuses based on sales performance.
Entry-level Opiekun Klienta positions typically offer a base salary in the range of [Polish currency – PLN] 4,000 to 6,000 per month. With experience and a proven track record of exceeding sales targets, the total earnings, including commissions, can significantly increase, reaching [PLN] 8,000 to 15,000 or even more per month. Top performers can potentially earn well above this range.
It’s important to note that these figures are estimates and can vary. The actual salary offered will depend on the specific circumstances of the individual and the company’s compensation policies. Open Finance may also offer benefits such as health insurance, life insurance, pension plans, and training opportunities.
To succeed as an Opiekun Klienta at Open Finance, individuals typically need strong interpersonal and communication skills, a sales-oriented mindset, a solid understanding of financial products, and the ability to build trust and rapport with clients. Previous experience in sales or financial services is often preferred, but Open Finance may also provide training programs for promising candidates who demonstrate the necessary skills and aptitude.
Potential candidates should consult job postings on Open Finance’s website or reputable job portals in Poland to obtain the most accurate and up-to-date information on Opiekun Klienta salary ranges and benefits packages.