Asesor Hipotecario

PowerToFly; Veracruz; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Una empresa financiera busca un Field Sales Officer en Veracruz, México, para ofrecer asistencia al cliente y cumplir objetivos de ventas de productos financieros. El candidato ideal tendrá un título universitario y experiencia en ventas, principalmente en el sector financiero. Se espera que el candidato participe en la adquisición de nuevos clientes y mantenga relaciones efectivas, trabajando en equipo para lograr el éxito en un entorno profesional altamente competitivo.

Formación

• 0-2 años de experiencia relevante.
• Preferiblemente experiencia en el sector financiero y ventas.
• Conocimiento básico de regulaciones financieras.

Responsabilidades

• Rastrear datos de ingresos para asegurar el cumplimiento de objetivos.
• Adquirir nuevos clientes a través de llamadas y actividades de micromarketing.
• Organizar actividades de marketing para generación de leads.

Conocimientos

Habilidades de negociación

Comunicación escrita y verbal clara

Resolución de problemas

Educación

Título universitario o experiencia equivalente

Herramientas

Manejo de PC

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 products 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 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
• 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

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 de sucursales 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

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.