BANAMEX - Analista de Datos Sr - Officer

Citi; Ciudad de México; Presencial; MXN 718,000 - 1,078,000; Jornada completa

Descripción de la vacante

A financial services company in Mexico, Ciudad de México, is looking for a Product Sales Sr Supervisor to lead a team in providing sales support and product engagement. This role involves analyzing customer portfolios, ensuring compliance with regulatory guidelines, and enhancing the knowledge of branch managers. The ideal candidate has 2-5 years of financial sales experience and a Bachelor's degree. This position offers full-time hours in a dynamic sales environment.

Responsabilidades

• Support the sales team to sell products through portfolio analysis.
• Disseminate information on industry and competition products.
• Draw up training roadmap for relationship managers.
• Organize meetings to engage customers about product offerings.
• Conduct joint sales drills with relationship managers.

Conocimientos

Financial sales experience

Educación

Bachelor’s/University degree or equivalent experience

Descripción del empleo

The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s) of clerical/support employees. Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Improves process efficiencies in support of unit objectives. Requires a basic conceptual/ practical grounding in policies as they apply to the business. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Typically deals with variable issues with potentially broader business impact. Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results. No direct responsibility for financial or resource planning. Work generally affects own team as well as other closely related work teams. Full supervisory responsibilities, including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

Responsibilities

• Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
• Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
• Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
• Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
• Joint sales drills with relationship managers to facilitate customers buy the right product.
• Build the knowledge level of Branch Managers.
• Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
• Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
• Highlight potential financial, regulatory and credit risk to the franchise.
• 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

• 2-5 years financial sales experience preferred

Education

• Bachelor’s/University degree or equivalent experience

Job Family Group: Consumer Sales

Job Family: Consumer Product Sales

Time Type: Full time

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