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Citi Group Manager de Oferta – Nómina Empresarial 
Mexico, Mexico City 
297235474

02.08.2024

The Product Sales Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.Responsibilities:

  • Responsible for growing portfolio and establish a good relationship with customers and branch/hub; achieving target revenue for hub and personal target.
  • Deliver the annual plan for products through the branch banking sales community.
  • 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.
  • Draw up the training roadmap for the individual relationship managers and ensure successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
  • Ensuring the customer engagement by organizing meets and speaking about insurance offering to build awareness in those meets.
  • Joint sales drills with relationship managers to facilitate customers buy the right insurance 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.

Qualifications:

  • 5-8 years previous financial sales experience required
  • Able to work in a team and maintains good relationship with customers and branch/hub.

Education:

  • Bachelor’s/University degree or equivalent experience

PRINCIPALES FUNCIONES

  • Gestión operativa del modelo de Atracción y Retención de las nóminas Empresariales, evaluando la viabilidad financiera de las ofertas para otorgar beneficios y retribución de nómina a las empresas.
  • Planeación, gestión y coordinación del proceso de atracción y retención de nóminas.
  • Supervisión de integración de expedientes de Nómina

SE REQUIERE

  • Experiencia en el manejo de personal a su cargo (mín. 2 años).
  • Capacidad de negociación.
  • Habilidad para realizar capacitaciones y evaluaciones para el equipo.
  • Pensamiento estratégico y alta capacidad de análisis para la evaluación de la viabilidad financiera.
  • Facilidad de palabra, para atención a clientes internos y externos.
  • Adecuado manejo de conflictos y resolución de incidentes.
  • Sistemas de Calidad (elaboración y cumplimiento de KPI´s, SLA´s).
  • Colaboración multidisciplinaria con sus contrapartes a nivel gerencial.
  • Cumplimiento de controles para evitar errores operativos.
  • Presentación de resultados a ejecutivos.
  • Impulsar el logro de los resultados.
  • Desarrollar redes de contactos.
  • Comunicación asertiva.
  • Enfoque a resultados.

ES DESEABLE:

  • Excel Avanzado (capaz de realizar indicadores, tableros, métricas).
  • Manejo de base de datos
  • Power Point Avanzado (capaz de realizar presentaciones corporativas).
  • Mapeo y Flujo de Procesos.
  • Ingles Intermedio.
Consumer SalesConsumer Product Sales


Time Type:

Full time

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