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Product Sales Analyst

https://www.citi.com/ Logo

Citi

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Location:
Mexico , Piedras Negras

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Category:
Sales

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

The Product Sales Analyst is a trainee professional role requiring good knowledge of processes, procedures, and systems, and a basic understanding of underlying concepts. Responsibilities include client financial guidance, daily market updates, product communication, and improving sales techniques alongside compliance and risk assessment.

Job Responsibility:

  • Communicate daily market update and trading strategic plan for clients and individual sales staff
  • Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products
  • Communication on banking (FX, Insurance, etc) products through daily interactions
  • Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis
  • Work with Branch Managers to set plan to meet financial commitment
  • Responsible for driving bankers to meet team goals
  • Strictly abide by the requirements of compliance & internal control on sales activities
  • Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Requirements:

  • Previous banking experience preferred
  • Experiencia previa en ventas y/o atención a clientes (1 a 2 años)
  • Habilidad para desenvolverse efectivamente
  • Disponibilidad para viajar 100% (indispensable) República Mexicana
  • Disponibilidad de horario
  • Con facilidad para trasladarse en Acuña y Piedras Negras

Additional Information:

Job Posted:
April 29, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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