BANAMEX Coordinador de Ventas Afore

Citigroup Inc.; Pachuca; On-site; MXN 360,000 - 600,000; Full time

Job summary

Citigroup Inc. is seeking a Field Sales Supervisor to lead a team delivering sales and customer support alongside the Consumer Sales team. You will train staff, monitor performance, and drive client acquisition through outbound efforts, while ensuring compliance with Citi policies and risk controls.

The role focuses on facilitating seamless Citi client services, meeting sales targets, and coordinating with multiple stakeholders to optimize revenue and customer experience.

Qualifications

• 0-2 years of relevant experience.
• Experience in the financial sector and sales preferred.
• Working knowledge of financial regulations and mortgage transactions.
• Understanding of regulatory compliance and related guidelines.
• Clear and concise written and verbal communication.
• Problem-solving and negotiation skills.
• Ability to communicate across various teams.

Responsibilities

• Lead and train a team of sales advisors, monitoring performance.
• Track data submissions, logins, bookings and disbursals to meet targets.
• Acquire new clients through outbound calling and micromarketing.
• Serve as first point of contact for client questions and concerns.
• Analyze client interests and potential needs for new products.
• Conduct meetings with clients, vendors and channels to optimize revenue.
• Ensure compliance with Citi policies and risk management.

Skills

Sales

Communication

Problem solving

Negotiation

Team coordination

Regulatory knowledge

Mortgage knowledge

Financial sector experience

Education

Bachelor's degree

Job description

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

Job Family Group

Consumer Sales

Job Family

Field Sales

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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