Banamex - Lider de Ventas Sector Financiero

Citi; Tijuana; Presencial; MXN 300.000 - 460.000; Jornada completa

Descripción de la vacante

Citi in Mexico is seeking a Field Sales Supervisor to lead a team delivering sales and client support in coordination with Consumer Sales. You will train staff, monitor performance, and drive new client acquisition while ensuring compliance with Citi policies.

The role requires 0–2 years of relevant experience, a bachelor’s degree, and strong communication skills. This is a full-time, on-site position in Tijuana with opportunities for revenue growth and leadership development.

Formación

• Bachelor’s degree or equivalent experience required.
• 0–2 years of relevant experience preferred.
• Experience in sales within the financial sector is a plus.
• Strong written and verbal communication; ability to negotiate and resolve issues.

Responsabilidades

• Train team members and monitor performance with feedback.
• Track submissions, logins, bookings, and disbursements to meet targets.
• Acquire new clients via outbound calling and micromarketing.
• Serve as first contact for client concerns or questions.
• Analyze client interests and potential needs for products/services.
• Lead meetings with clients, vendors, and channels; drive revenue optimization.
• Support and train sales executives and tele-callers.
• Organize marketing activities to generate new leads.
• Perform preliminary risk analysis in line with Citi policies.
• Escalate and report control issues to protect Citi’s reputation.

Conocimientos

Sales

Communication

Negotiation

Problem-solving

Educación

Bachelor's degree/University degree or equivalent experience

Herramientas

Excel

Outlook

PowerPoint

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.

Requisitos

• Experiencia en Ventas de productos financieros
• Manejo de Paquetería Office en particular Excel, Outlook y power point
• Licenciatura terminada / Experiencia equivalente
• Necesaria acreditación CONSAR examen CENEVAL

Deseable

• Preferentemente experiencia como manager con equipos comerciales

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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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