Citi Group Banamex - Ejecutivo de Ventas Nómina Banca Gobierno C11 LEON GTO 

Mexico, Santa Fe 

624220063

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

Funciones principales:

• Asignación de cartera, visitar clientes, acompañamiento a banqueros a citas tanto para atracción y retención de clientes
• Ofrecer a cartera vigente productos de nómina
• Ofrecer beneficios de nómina a clientes
• Atención a directores y banqueros de relación
• Viajes para visitar clientes de acuerdo a la necesidad del Negocio
• Prospección de clientes nuevos

REQUERIMIENTOS

• Experiencia en ventas y servicio a clientes (2 años)
• Facilidad de palabra
• Experiencia en ventas
• Licenciatura concluida
• Disponibilidad para viajar
• Autogestión
• Preferentemente con conocimiento de producto de nómina
• Conocimiento del sector Gobierno (deseable)

Time Type: