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Ejecutivo de ventas nomina

https://www.citi.com/ Logo

Citi

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Ubicación:
Mexico, Puebla City

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Categoría:
Ventas

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Tipo de contrato:
No proporcionado

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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. Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Improves process efficiencies in support of unit objectives.

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
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Requisitos:

  • 2-5 years financial sales experience preferred
  • Bachelor's/University degree or equivalent experience
  • Service attitude
  • Business Banking, Government SME and Priority profile
  • Negotiation skills
  • Covers all municipalities of the Southern Division, Puebla, Tlaxcala, Guerrero and Oaxaca and all municipalities of each state
  • Has client portfolio

Información adicional:

Oferta publicada:
21 de octubre de 2025

Tipo de empleo:
Tiempo completo
Tipo de trabajo:
Trabajo presencial
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