Banamex - Ejecutivo de Ventas Nomina Monterrey at Citi

Monterrey, Nuevo León, Mexico -

Full Time

Start Date

Immediate

Expiry Date

16 Oct, 26

Salary

0.0

Posted On

18 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Sales, Customer Prospecting, Portfolio Analysis, Risk Profiling, Sales Closing, Compliance Monitoring, Team Leadership, Training Development, Relationship Management, Value Proposition Presentation

Industry

Financial Services

Description

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. Requires a basic conceptual/ practical grounding in policies as they apply to the business. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Typically deals with variable issues with potentially broader business impact. Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results. No direct responsibility for financial or resource planning. Work generally affects own team as well as other closely related work teams. Full supervisory responsibilities. including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. Responsibilities: 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 iproduct. 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. Qualifications: 2-5 yeas financial sales experience preferred Education: Bachelor’s/University degree or equivalent experience Experiencia 100% en ventas, prospección de clientes nomina, pyme o empresarial. Presentación de ofertas de valor Cierre de venta ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Responsibilities

Lead and supervise a sales team to sell insurance and investment products to existing clients through portfolio and needs analysis. Ensure regulatory compliance and provide training and guidance to relationship managers and branch managers.