Data Processing & Financial Planning Analyst

Citigroup Inc.; Ciudad de México; Presencial; MXN 200.000 - 280.000; Jornada completa

Descripción de la vacante

Citigroup Inc. is seeking a Product Sales Analyst in Mexico City to support financial planning discussions and product recommendations. The role focuses on monitoring data, educating clients on wealth strategies, and coaching sales staff to meet targets.

Responsibilities include providing market updates, collaborating with branch managers, and ensuring compliance while delivering superior customer experiences.

Formación

• 0-2 years financial planning experience preferred.
• Excellent communication and people skills.
• Knowledge of financial planning, insurance laws, insurance products and investment products.
• Able to work under pressure to deliver sales targets.
• Positive and cooperative mindset; open to changes.

Responsabilidades

• Provide daily market update and trading strategic plan for clients and individual sales staff.
• Educate customers using a holistic financial planning approach to identify gaps and suggest suitable products.
• Coach and motivate on banking products through daily interactions.
• Provide branch colleagues updates on products via regular market updates and analysis.
• Work with Branch Managers to set plans to meet financial commitments.
• Assist bankers in meeting team goals.
• Abide by compliance and internal control requirements on sales activities.
• Maintain and manage relationships to ensure a superior banking experience.

Conocimientos

Communication

People skills

Financial planning

Sales targets

Educación

Bachelor's degree

Herramientas

Office Suite

Descripción del empleo

Citigroup Inc. is seeking a Product Sales Analyst in Mexico City to support financial planning discussions and product recommendations. The role focuses on monitoring data, educating clients on wealth strategies, and coaching sales staff to meet targets.

Responsibilities include providing market updates, collaborating with branch managers, and ensuring compliance while delivering superior customer experiences.