Banamex Lider de Ventas Sector Financiero

Citibank (Switzerland) AG; Monterrey; Híbrido; Confidencial; Jornada completa

Descripción de la vacante

Citibank (Switzerland) AG in Monterrey, Mexico, seeks a Field Sales Supervisor to lead a team delivering sales and client support in coordination with the Consumer Sales group. You will train staff, monitor performance, and drive targets while ensuring compliance with applicable policies.

The role focuses on acquiring new clients through outbound calling and micromarketing, handling inquiries, analyzing client needs, coordinating meetings, and contributing to revenue optimization.

Formación

• 0-2 years of relevant experience.
• Experience in the financial sector and sales preferred.
• Bachelor’s degree or equivalent experience.

Responsabilidades

• Train team members and monitor quality of work with feedback.
• Track data such as submissions, logins, bookings, and disbursals.
• Acquire new clients through outbound calling and micromarketing.
• Serve as first contact for client questions and concerns.
• Analyze client interests and potential product needs.
• Conduct meetings with clients, vendors and channels about 50% of the time.
• Support revenue optimization and ensure policy compliance.
• Organize marketing activities to generate new leads.
• Perform basic risk analysis in line with Citi policies.

Conocimientos

Sales

Client acquisition

Regulatory awareness

Communication skills

Negotiation

Educación

Bachelor’s degree or equivalent

Descripción del empleo

## Banamex Lider de Ventas Sector FinancieroApply: On-Site: Monterrey Nuevo Leon Mexico: Torreon Coahuila Mexico: Saltillo Coahuila Mexico: Matamoros Laguna Coahuila Mexico: Full time: Posted Yesterday: 26994157The 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 experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.