Banamex - Coordinador de Afore

Citigroup; San Luis Potosí; Presencial; MXN 300.000 - 420.000; Jornada completa

Descripción de la vacante

Citigroup in Mexico is seeking a Field Sales Supervisor to lead a team delivering sales and customer support within Consumer Sales. You will guide training, monitor performance, and ensure targets are met while maintaining Citi's service standards.

The role involves acquiring new clients, managing client inquiries, and coordinating with internal teams to optimize revenue, while ensuring compliance with regulatory policies and risk controls.

Formación

• 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
• Ability to communication across various teams

Responsabilidades

• Train team members and monitor quality and quantity of work with feedback
• Track data such as submissions, logins, bookings, and disbursal numbers to meet targets
• Acquire new clients through tele-caller outbound and micromarketing
• Serve as first point of contact for client concerns and questions
• Analyze client interests and potential needs for new products/services
• Lead client, vendor, and channel meetings and drive revenue optimization
• Provide training and support for sales executives and tele-callers
• Organize marketing activities to generate new leads and business
• Conduct initial risk analysis in line with Citi policies
• Escalate and report control issues while ensuring compliance and accountability

Conocimientos

Leadership

Communication

Negotiation

Problem solving

Team coordination

Educación

Bachelor’s degree

Herramientas

Excel

PowerPoint

Descripción del empleo

The Field Sales Supervisor is an intermediate position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales and customer support activities in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to assist team in meeting sales targets.

Responsibilities:

• Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance
• 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
• 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
• 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:

• 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
• Ability to communication across various teams

Education:

• Bachelor’s degree/University degree or equivalent experience

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

Funciones :

• Gestionar equipo de asesores en área comercial de AFORE.
• Negociar y ejecutar estrategias con socios comerciales internos y clientes externos.
• Garantizar cumplimiento de metas.
• Desarrollar, capacitar y acompañar a la fuerza de ventas.
• Dar cumplimiento a la normatividad y temas regulatorios

Experiencia:

• Manejo de office (Excel intermedio, Powerpoint intermedio)
• 2 años de experiencia en manejo de equipo de ventas indispensable.
• 2 a 5 años de experiencia en ventas, deseable productos financieros.

Educación:

• Licenciatura o experiencia equivalente.

Habilidades:

• Liderazgo, comunicación, negociación, orientación a resultados.
• Gusto por servicio
• Proactivo, dinámico
• Facilidad de palabra

Lugar de trabajo: SLP

100% presencial

Job Family Group: Consumer Sales

Job Family: Field Sales

Time Type: Full time

Most Relevant Skills

Please see the requirements listed above.

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.