Patrimonial Banking: Field Sales Officer (Mid-Level)

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Xico; Sur place; MXN 240 000 - 360 000; Plein temps

Résumé du poste

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Field Sales Intmd Officer to drive customer service and sales of financial products in the assigned district, collaborating with the Consumer Sales team.

The role requires 2–5 years of experience, relevant securities licenses, and a Bachelor’s degree. You will develop sales plans, interact with leadership, and ensure regulatory compliance while managing client relationships and assets.

Qualifications

• 2–5 years of relevant experience
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• Bachelor’s degree or equivalent experience
• Certificación AMIB Fig. 3 Indispensable, preferentemente con Título área finanzas y económico administrativo.

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 requirements.
• 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 and referral targets with strict regulatory compliance.
• Resolve client complaints and issues promptly and efficiently.
• Appropriately assess risk when business decisions are made, safeguarding Citigroup, its clients and assets by driving compliance with applicable laws and policies.

Connaissances

Sales experience

Client communication

Regulatory knowledge

Decision-making under pressure

Written and verbal communication

Formation

Bachelor’s degree

Description du poste

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Field Sales Intmd Officer to drive customer service and sales of financial products in the assigned district, collaborating with the Consumer Sales team.

The role requires 2–5 years of experience, relevant securities licenses, and a Bachelor’s degree. You will develop sales plans, interact with leadership, and ensure regulatory compliance while managing client relationships and assets.