Banamex Especialista de servicio en producto de nomina

Banamex; León; Sur place; MXN 600 000 - 900 000; Plein temps

Résumé du poste

Citi en México, León, busca un Supervisor Senior de Ventas de Producto para liderar un equipo de ventas en banca empresarial. Impulsar ventas y retención, gestionar relaciones con clientes y coordinar el despliegue de productos como AFORE, créditos hipotecarios y tarjetas.

Se requiere experiencia en ventas financieras, manejo de cartera y capacidad para coordinar formación y cumplimiento regulatorio. Contrato a tiempo completo y sede en León, con enfoque en servicios empresariales.

Qualifications

• 2–5 años de experiencia en ventas financieras.
• Bachillerato o licenciatura (o equivalente).
• Gestión de relaciones con clientes y cartera de banca empresarial.

Responsabilités

• Apoyar al equipo de ventas para vender productos a la base existente mediante análisis de portafolios y perfiles de riesgo del cliente.
• Difundir información sobre productos y mercados financieros para facilitar la venta.
• Diseñar la hoja de ruta de capacitación para el gestor de relaciones y asegurar certificaciones regulatorias y de conocimiento.
• Garantizar la interacción con clientes organizando encuentros y presentando ofertas de productos.

Connaissances

Financial sales

Relationship management

Portfolio management

Training & coaching

Formation

Bachelor’s/University degree

Outils

Excel

Description du poste

• Gestionar y fortalecer relaciones con representantes de empresas del segmento de Banca Empresarial.
• Desarrollar estrategias de retención, vinculación y atracción de negocio.
• 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.

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.

Qualifications:

• 2-5 yeas financial sales experience preferred

Education:

• Bachelor’s/University degree or equivalent experience
• 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 estratégias de retención, vinculación y desarrollo de clientes.

Excel intermedio/avanzado.

Job Family Group:

Consumer Sales

Job Family:

Consumer Product Sales

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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