Ejecutivo Implant

PowerToFly; San Luis Potosí; Presencial; MXN 450,000 - 631,000; Jornada completa

Descripción de la vacante

A financial institution is seeking a Product Sales Analyst in San Luis Potosí. The role includes market communication, customer guidance on financial products, and collaboration with branch managers to meet goals. Candidates should have a bachelor's degree and customer service experience. Key skills include effective communication and understanding of financial processes. This position requires a proactive approach to compliance and client relationship management.

Formación

• Strong communication skills to interact with clients and sales staff.
• Previous banking experience preferred.
• Ability to work with clients in a service-oriented manner.

Responsabilidades

• Communicate daily market updates and strategic plans.
• Provide guidance on financial products to customers.
• Drive bankers to meet team financial goals.

Conocimientos

Basic understanding of financial products

Customer service skills

Communication skills

Empathy

Ability to effectively engage

Educación

Bachelor’s/University degree or equivalent experience

Herramientas

Microsoft Office

PC skills

Descripción del empleo

The Product Sales Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities

• Communicate daily market update and 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 to introduce suitable products.
• Communication on banking (FX, Insurance, etc) products through daily interactions.
• Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Responsible for driving bankers to meet team goals.
• Strictly abide by the requirements of compliance & internal control on sales activities.
• Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
• 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.

Qualifications

• Previous banking experience preferred

Education

• 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
• Ofiice – Básico/intermedio
• Manejo de PC
• Experiencia previa atención a clientes
• Habilidad para desenvolverse efectivamente
• Facilidad de palabra, empatía, actitud de servicio
• Disponibilidad para viajar a nivel nacional

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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

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.