Asesor Hipotecario

09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex; Montijo; Presencial; EUR 25.000 - 35.000; Jornada completa

Descripción de la vacante

A prominent financial institution seeking a Field Sales Officer to enhance customer relations and meet sales targets for financial services. This role involves acquiring new clients, tracking sales data, engaging with support teams, and handling client inquiries. Candidates should have a bachelor’s degree and some sales experience. Strong communication and problem-solving skills are essential. This position is based in Montijo, Spain.

Formación

• 0-2 years of relevant experience in sales or financial sector.
• Knowledge of financial regulations and mortgage transactions.
• Proficient in written and verbal communication.

Responsabilidades

• Track incoming sales data to ensure targets are met.
• Acquire new clients through outbound calls and marketing.
• Engage regularly with support and product teams.
• Handle client inquiries and concerns as first point of contact.
• Conduct client and vendor meetings for product promotion.

Conocimientos

Customer service assistance

Sales skills

Problem-solving

Effective communication

Negotiation skills

Educación

Bachelor’s degree or equivalent experience

Descripción del empleo

The Field Sales Officer is an intermediate 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 and services meet their needs.

Responsibilities

• 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
• Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
• 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 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
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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

• 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

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.

Funciones principales

• Atención a sucursales, asesoría a banqueros integrales y clientes personas físicas, sobre crédito hipotecario
• Responsables de la atención y capacitación de la banca comercial (grupo deursales asignadas)
• Atención a clientes de banca patrimonial, y banqueros patrimoniales

Requerimientos

• Licenciaturas económico administrativo, o experiencia equivalente
• Manejo de PC
• Se requiere experiencia en sucursal ventas y/o sector inmobiliario