Entry-Level Branch Financial Advisor

Citigroup; Estado de México; On-site; MXN 134,000 - 201,000; Full time

Job summary

Citigroup in Mexico is seeking an entry-level Branch Personal Executive to assist in executing sales of financial products in coordination with the customer service team. The role focuses on building loyalty and increasing sales to individual consumers while delivering an exceptional client experience.

You will attract new customers, promote a range of financial products, and work towards monthly sales goals.

Qualifications

• 1–3 years of experience in selling financial products.
• Strong written and verbal communication skills.
• Experience in branch or consumer sales.

Responsibilities

• Attract and retain new customers and sell financial products.
• Promote accounts, credit cards, insurance, loans, and other products; achieve monthly sales goals.
• Visit clients and prospected customers to close sales; complete branch sales.
• Ensure excellent client experience while maintaining risk/compliance awareness.

Skills

Sales experience in financial products

Written and verbal communication

Customer relationship

Education

High School diploma

Job description

Citigroup in Mexico is seeking an entry-level Branch Personal Executive to assist in executing sales of financial products in coordination with the customer service team. The role focuses on building loyalty and increasing sales to individual consumers while delivering an exceptional client experience.

You will attract new customers, promote a range of financial products, and work towards monthly sales goals.