Asesor de Tarjetas de Crédito - Ventas Financieras

Citi; León; Presencial; MXN 180.000 - 240.000; Jornada completa

Descripción de la vacante

Citi in Mexico seeks an entry-level Field Sales Representative to deliver customer service and meet sales targets for financial products within the assigned district. The role emphasizes building client relationships, cross-selling a broad portfolio, and staying compliant with applicable regulations.

Your responsibilities include developing product knowledge, analyzing client needs, and achieving sales targets while protecting Citi's reputation and assets through ethical decisions and risk

Formación

• 2-4 years of relevant experience.
• Previous experience in financial sales preferred.
• Proficient computer and technology skills.
• Clear and concise written and verbal communication.
• Working knowledge of relevant financial regulations.
• Effective problem-solving and negotiation skills.
• Demonstrated influencing and relationship management skills.

Responsabilidades

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products.
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers.
• Analyze new and existing client interests, problems, and potential need for new products and services.
• Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications.
• Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs.
• Achieve or exceed decided sales targets set by management.
• Adhere to strict laws and regulations governing Telesales practices in a complex sales environment.
• 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.

Conocimientos

Excellent communication

Negotiation skills

Proficient computer skills

Regulatory knowledge

Problem solving

Relationship management

Educación

High School diploma or equivalent

Herramientas

CRM software

Descripción del empleo

Citi in Mexico seeks an entry-level Field Sales Representative to deliver customer service and meet sales targets for financial products within the assigned district. The role emphasizes building client relationships, cross-selling a broad portfolio, and staying compliant with applicable regulations.

Your responsibilities include developing product knowledge, analyzing client needs, and achieving sales targets while protecting Citi's reputation and assets through ethical decisions and risk