Ejecutivo Implant

Citi; Mexicali; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A large financial institution located in Mexicali is seeking a Product Sales Analyst. This trainee role involves communicating market updates, guiding clients in financial products, and maintaining relationships to enhance the banking experience. Candidates should have a bachelor's degree and prior banking experience is preferred. Full-time position with opportunities for professional growth.

Formación

• Previous banking experience preferred.
• Basic to intermediate level of Office.
• Strong interpersonal skills and service-oriented attitude.

Responsabilidades

• Communicate daily market updates and sales strategies.
• Provide guidance to identify financial gaps in client portfolios.
• Maintain strong customer relationships for superior service.

Conocimientos

Communication

Customer Service

Sales Techniques

Financial Analysis

Educación

Bachelor's / University degree

Herramientas

Microsoft Office

Descripción del empleo

Overview

The Product Sales Analyst is a trainee professional role.

Key Responsibilities

• Communicate daily market updates and the trading strategic plan for clients and individual sales staff.
• Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and introduce suitable products.
• Communicate on banking (FX, Insurance, etc.) products through daily interactions.
• Enhance product knowledge and sales technique to branch colleagues on particular products via regular market updates and technical analysis.
• Work with Branch Managers to set plans to meet financial commitments.
• Drive bankers to meet team goals.
• Strictly abide by compliance and internal control requirements on sales activities.
• Maintain good relationships with customers to ensure a superior banking experience.
• Appropriately assess risk when making business decisions, ensuring compliance with laws, regulations, and internal policy, applying ethical judgment, and escalating control issues transparently.

Qualifications

• Previous banking experience preferred.
• Bachelor's / University degree or equivalent experience.

Función Principal

• Visita periódica para apertura de cuentas de nómina (calendarizada) a empresas a nivel nacional.

Requerimientos

• Licenciaturas económico administrativo, o experiencia equivalente.
• Office – Básico / intermedio.
• Manejo de PC.
• Experiencia previa atención a clientes.
• Habilidad para desenvolverse efectivamente.
• Facilidad de palabra, empatía, actitud de servicio.
• Disponibilidad para viajar.

Job Details

Job Family Group: Consumer Sales / Job Family: Consumer Product Sales / Time Type: Full time

Other Relevant Skills

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

Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.