Patrimonial Banking Field Sales Pro

Citi; Ciudad de México; Presencial; MXN 600 000 - 800 000; Tempo integral

Resumo da oferta

Citi in Mexico City seeks an intermediate Field Sales Intmd Officer to grow assets and service clients within the Consumer Sales team. You will apply broad product knowledge to match client needs with suitable financial products and services while meeting monthly targets.

The role requires 2–5 years of sales experience, eligible licenses, and a Bachelor’s degree. You will work with managers to plan strategies, ensure regulatory compliance, and resolve client issues while upholding Citi's

Qualificações

• Bachelor’s degree or equivalent experience.
• Authorized to hold Series 7/63/66 and 24 licenses (or 9/10).
• 2–5 years of relevant sales experience.
• Strong knowledge of financial regulations.

Responsabilidades

• Develop and implement sales plans to hit monthly and annual targets.
• Interact with managers and directors to align client needs.
• Execute integrated sales and marketing strategies aligned to goals.
• Adhere to legal, corporate, and regulatory procedures.
• Monitor and improve investment consultant activities and referral targets.
• Resolve client complaints promptly and efficiently.
• Assess risk in business decisions and safeguard Citi’s reputation and assets.
• Escalate and report control issues with transparency.

Conhecimentos

Communication

Decision making

Problem solving

Stakeholder management

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Citi in Mexico City seeks an intermediate Field Sales Intmd Officer to grow assets and service clients within the Consumer Sales team. You will apply broad product knowledge to match client needs with suitable financial products and services while meeting monthly targets.

The role requires 2–5 years of sales experience, eligible licenses, and a Bachelor’s degree. You will work with managers to plan strategies, ensure regulatory compliance, and resolve client issues while upholding Citi's