Banamex Lider de Ventas Sector Financiero

Banamex; Monterrey; Presencial; MXN 420.000 - 640.000; Jornada completa

Descripción de la vacante

Citi in Monterrey seeks a Field Sales Supervisor to lead a team delivering sales and client support within the Consumer Sales framework. You will coordinate with the field staff to meet targets and maintain seamless service for Citi clients.

You will train staff, monitor performance, and pursue new business opportunities while ensuring compliance with Citi policies and maintaining high service quality.

Formación

• 0-2 years of relevant experience in field sales or finance
• Bachelor’s degree or equivalent experience
• Strong written and verbal communication skills

Responsabilidades

• Train team members and provide performance feedback
• Track data such as submissions, logins, bookings, and disbursal numbers
• Acquire new clients through outbound calling and micromarketing activities
• Serve as first point of contact for client concerns or questions
• Analyze client interests, problems, and potential need for new products and services
• Lead client, vendor, and channel meetings; perform revenue optimization activities
• Receive training and assistance for team members including sales executives and tele-callers
• Organize marketing activities to generate new leads and new business
• Conduct first level risk analysis to understand fitment with Citi’s policies
• Assess risk in business decisions with emphasis on Citi policies and ethics

Conocimientos

Sales experience

Regulatory knowledge

Communication

Negotiation

Cross-team collaboration

Educación

Bachelor’s degree/University degree or equivalent experience

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.

Job Family Group

Consumer Sales

Job Family

Field Sales

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

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