Coordinador De Asesoría Previsional De Afore Pension Issste

09522 Afore Banamex S.A. De C.V. Integrante Del Grupo Financiero Banamex; Xico; On-site; MXN 180,000 - 280,000; Full time

Job summary

09522 Afore Banamex S.A. De C.V. Integrante Del Grupo Financiero Banamex is seeking an entry level Field Sales Team Lead to guide a small team and coordinate sales support for Citi products.

You will manage performance, hire and coach staff, service existing accounts, and pursue new opportunities to increase bank revenue. The role emphasizes proactive client engagement, cross-selling, risk awareness, and meeting sales targets while upholding Citi's standards and policies.

Qualifications

• Experience in financial sales or banking is preferred.
• Ability to manage and coach a team to hit targets.
• Strong written and verbal communication.
• Proactive approach to client needs and cross-selling.

Responsibilities

• Lead a team to deliver sales support and meet targets.
• Service and grow existing bank accounts and acquire new ones.
• Engage Citi clients to identify needs and present products.
• Provide product information and explain features and benefits.
• Monitor risk and ensure compliance with policies.

Skills

Leadership

Sales experience

Customer service

Proficient computer skills

Communication skills

Education

Bachelor’s degree

Tools

Office suite

Job description

The Field Sales Team Lead is an entry level position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales 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:

• Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members
• Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits
• Identify cross-selling opportunities to sell other products
• Achieve or exceed decided sales targets
• 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:

• Previous relevant experience preferred
• Experience in financial sales, customer service and management required
• Proficient computer skills
• Proactive leadership and motivational skills
• Consistently demonstrates clear and concise written and verbal communication
• Creative problem solving and decision-making skills

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.

Funciones Principales del puesto

Gestionar los equipos de fuerza de ventas para la promoción de productos y servicios financieros; establecer relaciones de trabajo estratégico con las empresas y clientes para el logro de los objetivos comerciales, definir y ejecutar estrategias comerciales de acuerdo a las necesidades del negocio

Formación Académica

• Deseable Licenciatura / Áreas

Económicas, Administrativas y

Sociales e Ingenierías

• Necesario Bachillerato concluido comprobable

Experiencia (en años)

• Necesarios 3 a 5 años de experiencia
• undefined
• undefined
• undefined

Conocimientos Técnicos

Conocimientos generales en procesos de ventas, gestión de equipos de trabajo, análisis y prospección de nuevos mercados, manejo de paquetería office

Necesario manejo de tecnología digital (Tablet, Smartphone, lectores biométricos)

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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