Patrimonial Banking Field Sales Pro

Banamex; León; On-site; MXN 300,000 - 600,000; Full time

Job summary

Citi is seeking a Field Sales Intmd Officer in Mexico to provide customer service while meeting sales targets for financial products and services within the assigned district. You will use broad product knowledge to build relationships with clients and identify suitable financial solutions.

The role involves developing strategic sales plans, coordinating with managers, ensuring regulatory compliance, and driving responsible risk management across the district in collaboration with the Consumer

Qualifications

• 2-5 years of relevant experience.
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• Previous sales experience preferred
• Ability to communicate with all levels of management
• Extensive knowledge of financial and securities industry regulations
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Effective problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication

Responsibilities

• 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.

Skills

Communication with management

Regulatory knowledge

Problem solving

Written and verbal communication

Education

Bachelor’s degree

Tools

Series 7

Series 63

Series 66

Series 24/9-10

Job description

Citi is seeking a Field Sales Intmd Officer in Mexico to provide customer service while meeting sales targets for financial products and services within the assigned district. You will use broad product knowledge to build relationships with clients and identify suitable financial solutions.

The role involves developing strategic sales plans, coordinating with managers, ensuring regulatory compliance, and driving responsible risk management across the district in collaboration with the Consumer