Banamex - Analista de Procesamiento de Datos Cdmx

Citigroup Inc.; Ciudad de México; On-site; MXN 200,000 - 280,000; Full time

Job summary

Citigroup Inc. is seeking a Product Sales Analyst in Mexico City to support financial planning discussions and product recommendations. The role focuses on monitoring data, educating clients on wealth strategies, and coaching sales staff to meet targets.

Responsibilities include providing market updates, collaborating with branch managers, and ensuring compliance while delivering superior customer experiences.

Qualifications

• 0-2 years financial planning experience preferred.
• Excellent communication and people skills.
• Knowledge of financial planning, insurance laws, insurance products and investment products.
• Able to work under pressure to deliver sales targets.
• Positive and cooperative mindset; open to changes.

Responsibilities

• Provide daily market update and trading strategic plan for clients and individual sales staff.
• Educate customers using a holistic financial planning approach to identify gaps and suggest suitable products.
• Coach and motivate on banking products through daily interactions.
• Provide branch colleagues updates on products via regular market updates and analysis.
• Work with Branch Managers to set plans to meet financial commitments.
• Assist bankers in meeting team goals.
• Abide by compliance and internal control requirements on sales activities.
• Maintain and manage relationships to ensure a superior banking experience.

Skills

Communication

People skills

Financial planning

Sales targets

Education

Bachelor's degree

Tools

Office Suite

Job description

The Product Sales Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• Provide daily market update and trading strategic plan for clients and individual sales staff.
• Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Coaching and motivation on banking (FX, Insurance, etc) products through daily interactions.
• Provide branch colleagues updates on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Assist bankers on meeting team goals.
• Strictly abide by the requirements of compliance & internal control on sales activities.
• Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
• 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 financial planning experience preferred
• Excellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products and investment products. Enthusiasm in achieving goals. Able to work under pressure to deliver the individual sales target. Positve and good coperate mind set. Open mind and willing to embrace changes.
• Good knowledge of tax law and general financial and economic market.

Education

• Bachelor’s/University degree or equivalent experience

• Indispensable Paquetería Office Intermedio
• Disponibilidad de Tiempo
• Experiencia en procesamiento de información
• Actitud de Servicio

Job Family Group

Consumer Sales

Job Family

Consumer Product Sales

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.

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