Coordinador de Asesoría Previsional de Afore

Citigroup; Villahermosa; On-site; MXN 180,000 - 300,000; Full time

Job summary

Citigroup seeks a Field Sales Supervisor in Villahermosa, Mexico. You will lead a team to deliver sales and customer support in coordination with the Consumer Sales group, ensuring seamless Citi client service and helping meet sales targets.

Responsibilities include training, data tracking, client outreach, and risk-aware decision making to protect Citi's reputation and assets. A Bachelor's degree and 0–2 years in finance/sales are preferred.

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.
• Clear and concise written and verbal communication.
• Effective problem-solving and negotiation skills.
• Ability to communicate across various teams.

Responsibilities

• Train team members, monitor quality and provide feedback.
• Track data submissions, logins, bookings and disbursals to meet targets.
• Acquire new clients through outbound calling and micromarketing.
• Serve as the first point of contact for client inquiries and concerns.
• Analyze client interests and potential needs for products/services.
• Conduct client/vendor/channel meetings and revenue optimization activities.
• Provide training and support for sales team members.
• Organize marketing activities to generate new leads and business.
• Conduct initial risk analysis to ensure Citi policy fit and escalate issues with transparency.

Skills

Communication skills

Problem-solving

Negotiation skills

Team collaboration

Education

Bachelor's degree

Job description

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

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above.

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.