Banquero Patrimonial Senior

09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex; A distancia; MXN 600,000 - 800,000; Jornada completa

Descripción de la vacante

Una institución financiera líder en Chiapas busca un Field Sales Lead Officer. El candidato será responsable de la atención al cliente y el cumplimiento de objetivos en ventas de productos financieros. Se requiere experiencia en ventas, con un conocimiento sólido en el sector bancario. El puesto implica el desarrollo de estrategias y relaciones clave, con un fuerte enfoque en el análisis de desempeño y competidores. Licencias específicas son necesarias, así como habilidades en gestión de cartera y excelente comunicación.

Formación

• 6-10 años de experiencia relevante.
• Sales/Credit experience requerido.
• Experiencia en Field Sales y/o desarrollo de clientes.
• Conocimiento de prácticas e industria relacionadas.
• Licencias necesarias: Series 7, Series 63 y Series 65.

Responsabilidades

• Desarrolla estrategias de producto a corto y largo plazo.
• Ejecuta iniciativas de crédito y alcanza los objetivos crediticios.
• Analiza informes de ventas y desarrolla planes de acción.
• Desarrolla y mantiene relaciones con socios internos y Retail Partners.

Conocimientos

Comunicación clara y concisa

Manejo de Excel

Negociación

Empatía

Trabajo bajo presión

Educación

Licenciatura Económico-Administrativo

Maestría preferida

Descripción del empleo

Job Summary

The Field Sales Lead 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

• Assists in developing short and long product-level strategies to ensure delivery of the financial plan
• Responsible for field execution of credit initiatives and achievement of credit goals and objectives
• Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams
• Analyze weekly and monthly sales reports, understand field performance, and implement action plans to ensure sales objectives are achieved
• Collect and communicate market intelligence around best practices, client feedback and market competition in assigned geography and vertical
• Assist in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Citi Relationship Management platform and analytics
• Develop and maintain relationships with internal and Retail Partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts
• Develop and manage cost center budgets and expenses
• 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

• 6-10 years of relevant experience
• Required licenses: Series 7, Series 63, and Series 65
• Sales/Credit experience required
• Field Sales and/or client development experience required
• Project Management experience preferred
• Working knowledge of related industry practices and standards
• Ability to work 50%-75% of the time
• Ability to work out of a home office
• Consistently demonstrates clear and concise written and verbal communication

Education

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Requisitos

• Licenciatura Económico- Administrativo (Titulado)
• Experiencia mínima de 6 años en el Sector de Banca Patrimonial o Productos Financieros.
• Manejo de Cartera (Clientes de Alto Valor)
• Conocimientos en Portafolios de Inversión - Mercado Financiero
• Certificación AMIB Figura 3 (Indispensable)
• Habilidades Gerenciales (Excelente Comunicación- Trabajo bajo presión- Negociación-Empatía- Cumplimiento de Metas.
• Dominio de Excel

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