Product Sales Sr Supervisor, Citi

Citi

Location:
Mexico, Querétaro City

Category:
Sales

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s)) of clerical/support employees, ensuring performance evaluation, compliance, hiring, and training are aligned with business units. Responsible for guiding sales efforts, adhering to regulatory guidelines, and supporting financial and risk management processes.

Job Responsibility:

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 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Requirements:

2-5 years financial sales experience preferred
Bachelor’s/University degree or equivalent experience

Additional Information:

Job Posted:
August 14, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Product Sales Sr Supervisor