Banamex Field Sales Intmd Officer

Citigroup Inc.; Ciudad de México; Presencial; MXN 420.000 - 520.000; Jornada completa

Descripción de la vacante

Citigroup Inc. in Mexico City seeks a Field Sales Intermediate Officer to deliver exceptional client service while pursuing sales targets for a range of financial products. You will work within the Consumer Sales team to build relationships and identify needs.

Responsibilities include developing sales plans, coordinating with leaders, and ensuring compliance with legal and regulatory controls. The role emphasizes risk-aware decision-making and clear communication with management.

Formación

• 2–5 years of relevant sales experience and client interaction.
• Bachelor's degree or equivalent in a related field.
• Licenses: Series 7, 63, 66, and 24 (or 9/10) required or preferred.
• Strong knowledge of financial services regulations and ability to work under pressure.

Responsabilidades

• Develop and implement sales plans to meet monthly and annual targets.
• Collaborate with managers to address client needs with appropriate financial products.
• Ensure compliance with legal, corporate, and regulatory procedures.

Conocimientos

Sales experience

Communication skills

Regulatory knowledge

Risk management

Problem solving

Educación

Bachelor's degree

Descripción del empleo

The Field Sales Intmd 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

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
• including legal, corporate, and regulatory
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
• Resolve client complaints and issues promptly and efficiently
• 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

• 2-5 years of relevant experience
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• Previous sales experience preferred
• Ability to communicate with all levels of management
• Extensive knowledge of financial and securities industry regulations
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Effective problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication

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.

Job Family Group

Consumer Sales

Job Family

Field 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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