Coordinador de Asesoría Previsional de Afore

Citigroup; Villahermosa; Presencial; MXN 180.000 - 300.000; Jornada completa

Descripción de la vacante

Citi is seeking a Field Sales Supervisor in Mexico to lead a team delivering sales and customer support in coordination with the Consumer Sales group. The role focuses on ensuring seamless client service and helping the team meet sales targets.

Responsibilities include training and monitoring performance, tracking activity data, acquiring new clients via outbound calls and micromarketing, handling client inquiries, and conducting risk-aware decisions compliant with Citi policies.

Formación

• 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 communicate across various teams.

Responsabilidades

• Train 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.

Conocimientos

Sales experience

Communication skills

Regulatory compliance

Team leadership

Problem solving

Cross-functional collaboration

Educación

Bachelor's degree

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

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity and affirmative action employer.

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