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Citi

Soledad de Graciano Sánchez

Presencial

MXN 200,000 - 400,000

Jornada completa

Hace 8 días

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Descripción de la vacante

A leading global bank in San Luis Potosí seeks a Product Sales Analyst. In this role, you will communicate market updates, guide customers on financial products, and ensure compliance with internal control. Ideal candidates will have a Bachelor’s degree and some banking experience, demonstrating effective communication and customer service skills.

Formación

  • Previous banking experience preferred.
  • Basic/intermediate Office skills required.
  • Ability to interact effectively with diverse audiences.

Responsabilidades

  • Communicate daily market updates and trading strategies.
  • Provide guidance to customers on financial products.
  • Enhance product knowledge among branch colleagues.

Conocimientos

Communication
Customer service
Problem-solving

Educación

Bachelor’s/University degree or equivalent experience

Herramientas

Microsoft Office
PC handling
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 staffli>
  • 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
Job Family Group

Consumer Sales

Job Family

Consumer Product Sales

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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.

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