Banamex - Lider de Ventas Sector Financiero

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Field Sales Supervisor is an intermediate position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales and customer support activities in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to assist team in meeting sales targets.

Responsibilities:

Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance

Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met

Acquire new clients through tele-caller supported outbound calling and micromarketing activities

Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions

Analyze client interests, problems, and potential need for new products and services

Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities

Receive training and assistance for team members including sales executives and tele-callers

Organize marketing activities to get new sources of lead generation and new business

Conduct first level risk analysis to understand fitment with Citi’s policies

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:

0-2 years of relevant experience

Experience in the financial sector and sales preferred

Working knowledge of related financial regulations and mortgage transaction structure

General understanding of regulatory compliance, guidelines and regulations

Consistently demonstrates clear and concise written and verbal communication

Effective problem-solving and negotiation skills

Ability to communication across various teams

Education:

Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Requisitos:

Experiencia en Ventas de productos financieros

Manejo de Paquetería Office en particular Excel, Outlook y power point

Licenciatura terminada / Experiencia equivalente

Necesaria acreditación CONSAR examen CENEVAL

Deseable:

Preferentemente experiencia como manager con equipos comerciales

Favor de adjuntar CV actualizado

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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