Ejecutivo de Ventas y Servicios Financieros SR (Afore)
Citi
Tlalnepantla, Mexico
hace 2 horas

The Field Sales Representative 4 is an entry-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales Team.

The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities :

  • Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
  • Analyze existing Citi client’s interests, problems, and potential need for new products and services
  • Build and maintain new and existing customer relationships
  • Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
  • Continue to seek and maintain product and service knowledge
  • Remain current on applicable regulations by attending internal training programs
  • Follow commercial strategies to achieve or exceed sales targets set by management
  • 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.
  • Qualifications :

  • 1-3 years of relevant experience
  • Previous experience in financial sales preferred
  • Proficient computer and technology skills
  • Consistently demonstrates clear and concise written and verbal communication
  • Working knowledge of related financial regulations
  • Effective problem-solving and negotiation skills as well
  • Demonstrated Influencing and relationship management skills
  • Education :

  • High School diploma or equivalent
  • This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

    EJECUTIVO (A) DE VENTAS Y SERVICIOS FINANCIEROS SR (AFORE)

    Funciones Principales del puesto :

    Asesoría, Promoción y venta de productos Financieros y Afore

    Formación Académica :

    Licenciatura deseable Áreas Económicas Administrativas y Sociales / Bachillerato Concluido comprobable

    Experiencia (en años) :

    Necesaria Promoción y venta de productos Financieros y Afore (mínimo 1 año)

    Deseable Conocimiento de la normatividad del Sistema de Ahorro para el Retiro e IMSS.

    Comprobar alcance de metas de venta y logros comerciales

    Conocimientos Técnicos :

    Deseable , manejo de tecnología Digital(SmartPhone, Tabletas etc.)

    Habilidades :

    Facilidad de palabra, relación social, responsabilidad y compromiso

    Competencias :

    Orientado a resultados, habilidades para trabajar bajo presión, facilidad de palabra, gusto por las ventas

    Idiomas N / A

    Certificaciones o licencias N / A

    Lugar de trabajo CDMX

    Funciones Principales del puesto

    Asesoría, Promoción y venta de productos Financieros y Afore

    Formación Académica

    Bachillerato Concluido comprobable

    Experiencia (en años)

    Deseable un año en promoción y venta de productos financieros

    Conocimientos Técnicos

    Deseable , manejo de tecnología Digital(SmartPhone, Tabletas etc.)

    Habilidades

    Facilidad de palabra, relación social, responsabilidad y compromiso

    Competencias

    Foco en el Cliente, Integridad, Gestión de Tareas, Trabajo en equipo, Adaptabilidad, Sagacidad para las ventas

    N / A

    Certificaciones o licencias

    Grade :

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.

    Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities.

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