Banamex Especialista de servicio en producto de nomina

Citigroup; León; On-site; MXN 350,000 - 650,000; Full time

Job summary

Citigroup in Mexico seeks a high-level Product Sales Sr Supervisor to lead medium-sized teams, drive sales through portfolio and risk analysis, and ensure regulatory compliance across the branch network.

The role includes developing training roadmaps for relationship managers, coordinating client engagement events, and supervising daily tasks while safeguarding the bank's reputation and assets.

Qualifications

• 2-5 yeas financial sales experience preferred
• Bachelor's/University degree or equivalent experience

Responsibilities

• Support sales by analyzing existing insurance and investment holdings and customer risk profiles.
• Share market insights and competitive products to enhance sales engagement.
• Draft and oversee training roadmap for relationship managers and certifications.
• Organize meetings to present product offerings and build customer awareness.
• Conduct joint sales drills with managers to help customers buy the right product.
• Raise knowledge level of Branch Managers.
• Act as the regional/regional compliance gatekeeper for regulatory adherence.
• Monitor for potential sales complaints, free look cancellations, surrender ratios and lapse rates.
• Highlight financial, regulatory and credit risks to the franchise.
• Assess risk in business decisions and uphold compliance and ethical standards.

Education

Bachelor's degree

Job description

Job Description

The Product Sales Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s)) of clerical/support employees. Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Improves process efficiencies in support of unit objectives. Requires a basic conceptual/ practical grounding in policies as they apply to the business. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Typically deals with variable issues with potentially broader business impact. Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results. No direct responsibility for financial or resource planning. Work generally affects own team as well as other closely related work teams. Full supervisory responsibilities. including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

Responsibilities:

• Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
• Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
• Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
• Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
• Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
• Build the knowledge level of Branch Managers.
• Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
• Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
• Highlight potential financial, regulatory and credit risk to the franchise.
• 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.

Spanish Responsibilities:

• Gestionar y fortalecer relaciones con representantes de empresas del segmento de Banca Empresarial.
• Desarrollar estrategias de retención, vinculación y atracción de negocio.
• Administración simultáneamente de cartera de clientes.
• Vinculación de clientes hacia los diferentes productos bancarios (AFORE, créditos hipotecarios, tarjetas de crédito, etc)
• Supervisar la correcta atención de requerimientos, incidencias y casos críticos relacionados con la operación de nómina y servicios empresariales.
• Licenciatura concluida (indispensable).
• Experiencia en banca, servicios financieros o atención a clientes empresariales.
• Experiencia en administración de cartera de clientes empresariales y/o nómina.
• Experiencia en estrategias de retención, vinculación y desarrollo de clientes.
• Excel intermedio/avanzado.

Qualifications:

• 2-5 yeas financial sales experience preferred

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:

Consumer Sales

Job Family:

Consumer Product Sales

Time Type:

Full time

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