Patrimonial Banking Field Sales Expert

Citigroup; Ciudad de México; Sur place; MXN 400 000 - 640 000; Plein temps

Résumé du poste

Citigroup in Mexico City is seeking an intermediate Field Sales Intmd Officer to support customer service and drive sales of financial products within the local district. You will build relationships with clients, understand needs, and coordinate with the Consumer Sales team to meet targets.

Key responsibilities include developing sales plans, managing regulatory compliance, handling client inquiries, and escalating risks as needed while maintaining strong communication with management.

Qualifications

• 2-5 years of relevant experience.
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.

Responsabilités

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
• including legal, corporate, and regulatory
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
• Resolve client complaints and issues promptly and efficiently
• 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.

Formation

Bachelor's degree/University degree or equivalent experience

Description du poste

Citigroup in Mexico City is seeking an intermediate Field Sales Intmd Officer to support customer service and drive sales of financial products within the local district. You will build relationships with clients, understand needs, and coordinate with the Consumer Sales team to meet targets.

Key responsibilities include developing sales plans, managing regulatory compliance, handling client inquiries, and escalating risks as needed while maintaining strong communication with management.