BANAMEX Asesor Previsional

Banamex; Estado de México; On-site; MXN 180,000 - 240,000; Full time

Benefits offered by this job

Career development opportunities

Job summary

Banamex seeks an entry-level Asesor Previsional Afore to provide comprehensive advisory services to clients and prospects, delivering financial product options aligned with needs and coordinating with the advisory team to meet district targets.

The role emphasizes initial training in Citi's groups, focusing on core competencies across the four functions, with responsibilities spanning prospecting, appointment setting, and client consultation.

Qualifications

• Strong communication and analytical abilities.
• Clear written and verbal communication.
• Team collaboration to meet client objectives.
• Creative problem solving and attention to detail.

Responsibilities

• Prospect and advise clients.
• Schedule appointments via telemarketing.
• Provide personalized financial guidance to clients.
• Follow up and close sales.
• Reach target goals and develop value propositions.

Skills

Communication skills

Analytical skills

Oral and written communication

Cooperation

Problem solving

Education

Bachelor's degree or equivalent

Job description

Asesor Previsional Afore

El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.

The Intern is an entry level position at Citi where the student will receive a foundation of knowledge and training required to contribute as a valuable resource in Citi. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi: Global Functions, Institutional Clients Group, Global Consumer Banking, Enterprise O&T

Responsibilities

• Performs most basic, routine tasks/assignments
• Works under direct supervision with detailed procedures
• May service a very limited number of products/services
• Applies knowledge of routine work area procedures
• Completes standardized activities
• Exchanges basic information with other co-workers
• Resolves task related problems in straightforward situations
• Selects from a limited number of clearly defined options
• 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

• GPA of 3.3 or above
• Demonstrated analytical skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Cooperation and focus in achieving group and client objectives
• Innovative and creative in solving problems
• Quick thinking and detail oriented
• Ability to multi-task

Education

• Graduating with a Bachelor’s/University degree or equivalent experience or master degree the following year

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Asesor Previsional Afore

El Asesor Previsional es un puesto responsable de asesorar de manera integral a sus clientes y prospectos y ofrecerles alternativas de acuerdo con sus necesidades, debe cumplir con los objetivos de asesoría de productos y servicios financieros dentro de su distrito o ubicación asignados en coordinación con el equipo de asesores al consumidor más amplio.

Funciones

• Prospección y búsqueda de clientes
• Programación de citas a través de telemarketing
• Asesoría personalizada a clientes identificando sus necesidades
• Seguimiento y cierre de venta
• Abordar a clientes objetivo a través de una propuesta de valor
• Visitas a centros laborales
• Desarrollar estrategias para el alcance de metas
• Lograr o superar los objetivos del puesto y de la Empresa

Habilidades

• Facilidad de palabra y comunicación
• Experiencia y gusto por la asesoría previsional
• Proactivo con enfoque a resultados
• Empático
• Orientación de servicio
• Tolerancia a la frustración
• Capacidad cognoscitiva
• Experiencia en la promoción de servicios financieros
• Experiencia en atención y/o asesoríasGeneración de contactos
• Redacción

Requisitos

• Bachillerato concluido o Licenciatura concluida/trunca deseable.
• Deseable Mínimo 1 año de experiencia en promoción y venta consultiva, deseable en productos financieros.
• Deseable Recién Egresados de Carrera Técnica o Licenciatura en áreas económico/administrativas sin experiencia pero con interés en la promoción de Productos Financieros en campo.

Job Family Group

Management Development Programs

Job Family

Intern

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.

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