Ejecutivo de Ventas Nomina, Citi

Citi

Ubicación:
Mexico, Ciudad De Mexico

Categoría:
Ventas

Tipo de contrato:
No proporcionado

Salario:

No proporcionado

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Descripción del trabajo:

The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s) of clerical/support employees. Requires good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas. Improves process efficiencies in support of unit objectives. Requires basic conceptual/practical grounding in policies as they apply to the business.

Responsabilidades:

Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile
Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement
Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits
Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets
Joint sales drills with relationship managers to facilitate customers buy the right product
Build the knowledge level of Branch Managers
Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines
Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints
Highlight potential financial, regulatory and credit risk to the franchise

Requisitos:

2-5 years financial sales experience preferred
Bachelor's/University degree or equivalent experience
Experience in payroll products
Knowledge of financial products

Información adicional:

Oferta publicada:
14 de octubre de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo híbrido

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Ejecutivo de Ventas Nomina